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Is adviser experience equivalent to education?

Kaplan/FPA/AFA/phil-anderson/

| By Jasmine Siljic |
Financial planning

In light of the recent experience pathway consultation, former AFA chief executive Phil Anderson has debated whether 10 years of experience can be comparable to a university degree.

AUTHOR

Responsible investors driven by convenience and pragmatism

ESG/ESG-investments/netwealth/

| By James Mitchell |
Funds management

New data has revealed that while more Australians are investing responsibly, those who are sceptical of ESG have hardened their stance.

AUTHOR

GQG approaches US$100bn FUM

GQG-Partners/flows/fund-flows/

| By Laura Dew |
Funds management

Funds under management at GQG Partners are approaching US$100 billion thanks to inflows of more than US$5 billion since the start of 2023.

AUTHOR

Hindenburg disaster: Icahn, Jefferies and the ‘Ponzi’ hand grenade

Donald-Trump/research/activist-investors/

| By James Mitchell |
Funds management

Iconic investor Carl Icahn’s $15 billion conglomerate lost 40 per cent of its value last week following the publication of a damning report by Hindenburg Research.

AUTHOR

Where are managers making their equity and fixed income allocations?

Schroders/lonsec/Lonsec-Research/

| By Laura Dew |
Funds management

Fund managers at the recent Lonsec Symposium have shared their thoughts on where investors should seek their equity and fixed income exposure in portfolios.

AUTHOR

No relief in sight for risk assets: BlackRock

equities/blackrock/maple-brown-abbott/

| By Charbel Kadib |
Funds management

The “old playbook” of “buying the dip” does not apply in the current economic environment, with risk assets unlikely to benefit from rate relief any time soon, according to the global asset manager.

AUTHOR

How will the inflation storm affect infrastructure and real estate?

global-listed-infrastructure/REITs/inflation/cpi/

| By Rhea Nath |
Editorial

With initial signs that inflation might have passed its peak in Australia, portfolio managers have share

AUTHOR

Do greenwashing fears scare investors from ESG-defined funds?

netwealth/RIAA/morningstar/Adviser-Ratings/

| By Laura Dew |
Funds management

The naming of ESG funds could be a hindrance to flows as growing regulatory enforcement action against greenwashing prompts investors to seek out those funds that “fly under the radar” about their credentials.

AUTHOR

FAAA recommends sunset clause in experience pathway

experience-pathway/FPA/AFA/

| By Jasmine Siljic |
Financial planning

The Financial Advice Association Australia has recommended a 10-year sunset clause in the experience pathway to support older advisers, as it reveals its membership is equally divided on the pathway in its current state.

AUTHOR

QAR an ‘inflection point’ in the advice industry: Insignia

insignia-financial/quality-of-advice-review/renato-mota/

| By Rhea Nath |
Financial planning

The devil is in the details with Michelle Levy’s recommendations, according to Insignia CEO Renato Mota, who sees the review as a fantastic opportunity for meaningful structural change - if implemented correctly.

AUTHOR

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