PASSIVE MANAGEMENT

Expert Analysis

As investment management firms seek to differentiate themselves to attract clients, Julian Morrison explores what steps firms can take to stop the flood of clients to pas...

Features

While the extended bull market saw a rise in investors’ interest in exchange-traded funds, Anastasia Santoreneos writes that perhaps 2019 will see the pendulum swing back...

Funds management

Australian broad cap equities prove a pretty strong case for active management, with only one exchange-traded fund sitting in the top quartile for the year to last month’...

Features

As the debate as to whether it’s better to be an active or passive investor continues to rage on, Nicholas Grove discovers that it’s perhaps time to rethink the question ...

Funds management

Robust portfolios should have both active and passive investment strategies, according to equities manager, Perennial Value Management. ...

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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’...

2 months 4 weeks ago

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

3 months 3 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...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 2 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

5 days 11 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 day 14 hours ago
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