RESEARCH AFFILIATES

Financial planning

While advisers’ use of environmental, social and governance investments is based on client demand, 86% of consumers say they expect their adviser to bring it up first....

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Funds management

Client demand is driving advisers use of environmental, social and governance investment but the majority lack a clear policy on their ESG values....

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Tools & guides

There are ways for smart beta multi-factor strategies to help improve portfolio diversification and offer benefits for investors, explains Mike Aked....

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Funds management

Australian resource companies will drive the local market higher during the second half of 2021 towards 8,000 and gain more than banks, according to Research Affiliates....

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Financial planning

Investors should look to rotate out of financials and into resources as they are “perfectly positioned” for the current market environment, according to Research Affiliat...

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Tools & guides

The shock to markets in 2020 has left the investment landscape in an unusual position, writes Mike Aked, with five factors impacting a portfolio’s performance....

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Funds management

Even for asset managers skilled enough to produce alpha, chances are their clients won’t be able to fully capture it in their own portfolios because of the clients’ inves...

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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...

19 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 13 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