ACTIVE
Funds management
With share price growth of 45 per cent for FY25, Australian Ethical has shared why it believes the firm has done so well compared to its active peers....
Funds management
While most of the top-performing ethical/sustainable global equity funds since the start of 2020 were active funds, almost half failed to make a return, according to data...
Funds management
Almost 70% of Australian active funds and 62% of global active funds have exceeded passive funds in returns, according to Activus Investment Advisors....
Funds management
Exchange traded funds have outperformed their active counterparts when it comes to European funds over the past year, according to data....
Expert Analysis
Stuart Fechner writes that the benefits of passive versus active investing depend on the objectives and purposes of the investor, and advisers can help clients work out w...
Funds management
Active funds have outperformed funds tracking the ASX 200 in the Australian equity sector over the last 10 years, according to data from FE Analytics....
Funds management
Active exchange-traded funds are expected continue to grow in popularity, according to BetaShares’ study....
Financial planning
Advisers need to express and demonstrate the long-term benefits of paying a higher fee in return for excess returns as strong market conditions are not going to stay the...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...