EVERGREEN RATINGS

Funds management

The Wentworth Williamson Stable Income fund has been given a ‘commended’ rating as it had a very high degree of conviction that the fund would reach its targets, accordin...

image
Funds management

The asset class is one of the few asset classes where the skillset of the manager could actually demonstrate the ability to preserve investor capital, according to Evergr...

image
Financial planning

As the world is experiencing a global transition from reliance on fossil fuels to renewable energy, investors should see an acceleration in green energy investments next ...

image
Funds management

New research house, Evergreen Ratings, will look closely at the closed-ended, wholesale, illiquid and listed investment vehicles offered by Australian and global fund man...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 6 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 3 days ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 2 days ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 2 days ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 3 days ago