EVERGREEN CONSULTANTS

Funds management

Australian equities funds with high responsible investment credentials have lost money for a second consecutive quarter thanks to the outperformance of energy stocks, acc...

image
Funds management

The International Monetary Fund has called on regulators to act on greenwashing as it says misleading environmental claims plague the industry....

image
Features

Solving today’s sustainability challenges will be funded by debt, writes Chris Dastoor, meaning it is worth investors considering ESG in their fixed income allocations. ...

image
Financial planning

Over 70% of advisers are using or plan to use managed accounts, but advisers aren’t following through on maximising clients’ funds in them, according to Evergreen Consult...

image
Tools & guides

There are two approaches to responsible investing, top-down and bottom-up, writes Angela Ashton, but how they do differ and is one preferable to the other?...

image
Funds management

Recovery is expected to be boosted with access to the vaccine, however, stagnant wage growth may hurt overall demand. ...

image
Funds management

Typical income strategies based on bonds became harder to justify as interest rates ground lower and investors were forced up the risk curve, toward corporate bonds, high...

image
People & Products

Evergreen Consultants has recently expanded its client base to include a number of well-established financial advisory firms across the country....

image
Features

Money Management conducted a roundtable in which key participants discussed the evolving impact the rise of managed accounts has had on planning and platforms....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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...

14 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??? ...

5 days 8 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 5 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