Will Trump’s victory negatively affect ESG investing?

ESG/Donald-Trump/sustainability/responsible-investing/RIAA/

The victory by Donald Trump in the US presidential election could cause fund managers to reconsider the naming of their ESG funds as the US undergoes a political backlash to sustainable investing.

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Relative Return: The ‘stockpicker’s dream’ of SMID stocks

Podcast/Relative-Return/

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Former investment manager sentenced for forged performance reports

ASIC/enforcement/investment-management/

A former investment manager has been sentenced in Sydney for forging performance reports related to managed discretionary account investments.

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Alternatives firm RAM hires portfolio manager

private-credit/Alternatives/Real-Asset-Management/

Real Asset Management has appointed James Chapman from Aura Funds as a portfolio manager on its private credit funds.

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The Nuclear Renaissance Is More Than a Uranium Trade

Premium-Content/

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LGT Crestone to acquire CBA’s personal advice arm

lgt-crestone/CBA/merger-and-acquisition/

LGT Crestone has signed an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice, including $5 billion in assets and 20 investment advisers.

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The ‘under the radar’ AFSL maintaining stable adviser numbers

Wealth-Data/Morgans/licensees/adviser-numbers/

In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the highest number of advisers.

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ASIC taking ‘significant action’ against super switching promotions

ASIC/switching/SMSF/financial-advice/Alan-Kirkland/

ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator is taking significant action.

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How Viridian Advisory is creating ‘client-ready’ advisers

CFS/viridian/financial-advice/professional-year/new-entrants/

Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program.

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Financial advice identified as M&A hotspot

M&A/financial-advice/advice-technology/technology/law/

Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape.

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