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Volume 5
Issue 1
Issue 2

Latest News

Tesla axed from the S&P 500 ESG index

ANDREW MCKEAN
Tesla has been booted from the S&P 500 ESG index due to its low S&P Dow Jones Indices (DJI) ESG score.

Barclays increases stake in Barrenjoey

JAMIE WILLIAMSON
Barclays has almost doubled its interest in Barrenjoey, providing additional capital to assist with the creation of fixed income derivatives and equity financing platforms.

Investors seek inflationary refuge in diversification strategies

ANDREW MCKEAN
A bfinance quarterly Manager Intelligence and Market Trends report has shown that investors have sought enhanced sources of real return to combat rising inflation.

Investment Leadership Awards finalists revealed

STAFF WRITER
The finalists for the annual Financial Standard Investment Leadership Awards have been determined, with investment strategies from the likes of Alphinity Investment Management, Hyperion Asset Management, Lincoln Indicators and Pendal Group getting a nod.

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Implementing ESG in your advice process

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Cover Story

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A process for the better

MARSHALL BRENTNALL
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
Evalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better outcomes for their clients. Annabelle Dickson writes.
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Expert Feed

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Bronwyn Yates
Director, Client & Business Solutions
Russell Investments

Changing course amid the perfect storm

The COVID-19 pandemic, despite all its associated challenges, could be described as the perfect storm to force a change of direction for the advice industry.
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Bryce Quirk
Chief Distribution Officer
Colonial First State

The future of managed accounts

One of the biggest challenges facing the financial advice sector is the need to provide high quality advice at an affordable price point to more Australians.
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Rob Coyte
Chief Executive Officer
Shartru Wealth

The questionable impact of DDO obligations

The financial advice sector has been subject to massive regulatory reform over the best part of the last decade. While the intention of a lot of regulation ...
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Jesse Imer
Fixed Income Investment Strategist
Mason Stevens

Managing fixed income portfolios

"Lower for longer" - central bank monetary policy
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Industry Events

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JUN
7

Best Practice Forum on Exchange Traded Products 

JUN
9

MAX: Marketing, Advertising and Sales Excellence Awards 

JUN
15

Technical Services Forum 

JUL
19

Advisers Big Day Out - Cairns 

JUL
21

Advisers Big Day Out - Sunshine Coast 

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