PASSIVE

Funds management

With active players closing funds and struggling to hold their own against passive players, recruiters have debated whether there is still a hiring market out there for a...

Funds management

Investors in passive funds need to be wary that they aren’t invested in zombie companies, those companies which are being propped up only by Government stimulus, accordin...

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

Passive funds could be a ‘penny-wise, pound-foolish trade’ as markets penalise price distortion, according to Ariel Investments....

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...

Expert Analysis

With more product types in the market, financial advisers may be able to fill an unmet advice need for Australian investors with active ETFs, writes Ilan Israelstam....

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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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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