ACTIVE

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...

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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....

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Funds management

Exchange traded funds have outperformed their active counterparts when it comes to European funds over the past year, according to data....

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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...

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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....

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Funds management

Active exchange-traded funds are expected continue to grow in popularity, according to BetaShares’ study....

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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

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 8 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

6 days 3 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 6 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago