“There are a range of different ways to invest in the energy transition thematic,” Fortitude explains, adding that the opportunities on the periphery often present the greatest value.
Private credit is booming across the globe, and while a bullish prognostication from alternative asset manager Blackstone won’t surprise there is enough evidence to suggest the prediction is likely accurate.
ETF usage is growing exponentially in the US, aided in no small part by increased adoption by Registered Investment Advisors who are all-in on the model portfolio phenomena.
New entrants have “crashed” since 2019, and while less competition affords advisers the luxury of charging more, this doesn’t equate to a healthy or prosperous industry according to the FAAA, which wants to build growth through a program that fosters new talent.
The government’s line on its proposed changes to advice in super is incongruous with the actual changes. You can’t re-do the language embedded in the SIS Act while denying that anything will be different.
As the world of private capital expands, and advisers depend on it more as an alternative diversifier, one group has questioned whether advice clients know enough about it and if more education is required.
Getting a good business in a good market with good people is just the start for this highly connected Brisbane funds management team. The next step involves a network of specialist consultants that know how to scale.
Just how thin the line that Berry walks becomes clear when he outlines the two paradoxical objectives of the CSLR. He has to highlight the worst in financial advice, while making it seem better and more trustworthy in the eyes of the public.
Market forces and changing winds in the banking sector have supercharged private credit, which is growing faster than any other arm in private capital. For advisers, that might mean reassessing which portfolio sleeve it slots into.
By reneging on long-standing employment deals, AMP has again given the impression that it has welched on an existing agreement once it realised the deal wouldn’t work out in its favour. Do that repeatedly and people stop wanting to do business with you.