specialist

Financial planning

‘You can't know everything’: Leaning on specialists for ESG help

A panel of ESG experts are urging advisers to lean on specialists to stay informed in a time of widespread misinformation and consider if they are right adviser to deal w...

Financial planning

Silver tsunami underscores need for multidisciplinary advice

With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree c...

Financial planning

Apt Wealth Partners launches legal services offering

The financial advice business has expanded its range of services with the introduction of Apt Wealth Legal Services to meet clients’ evolving needs in estate planning and...

Financial planning

Specialist network an ‘absolute must’ for advisers

Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly com...

Funds management

Which has been the strongest short-term theme?

Investors are accused of being ‘theme junkies’ as they chase the latest mega-trend but which theme has seen the strongest returns over the past year?...

Funds management

Which funds will be affected by Crown?

There are almost a dozen funds that have Crown Resorts in their top holdings, where do they stand now the company has been declared unfit to hold a gambling licence in NS...

Funds management

Which sectors have more than 50% of funds with positive gains?

There were two sectors that saw over half of their funds report positive gains over the year to 30 April, 2020, according to data....

Funds management

Which technology fund is a winner?

As the Australian Securities Exchange launches a new All-Tech index, which technology funds have performed the best over the past year?...

Funds management

Promising returns from specialist funds

Taking a niche approach to fund selection rather than opting for the standard Australian equities funds has paid off in the past year with the specialist equity sector re...