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...

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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...

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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 ...

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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...

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MARKET INSIGHTS

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

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 10 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 14 hours ago