Managed accounts scrutiny shifts from adoption to accountability

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The conversation around managed accounts in Australia is shifting from whether advisers should use them to which solution is most appropriate, and why, as the sector matures and regulatory scrutiny... Read more continue reading

Four charts that expose market concentration risk

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Since ChatGPT launched in 2022, some AI-related stocks have soared to record highs despite elevated inflation, sweeping tariffs and war in the Middle East. A small group of companies now... Read more continue reading

Advice Quality Index: six years of advice review data

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The Advice Quality Index is an independent longitudinal benchmark built from one of Australia’s largest independent advice review datasets. Most public discussions about advice quality rely on complaints, enforcement action,... Read more continue reading

ClearBridge Select Opportunities Fund earns ‘highly recommended’ rating from Zenith

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The ClearBridge Select Opportunities Fund – Class A has been awarded a highly recommended rating by Zenith Investment Partners, an upgrade from the recommended rating the fund has held over... Read more continue reading

Businesses yet to feel full cost impact of renewed Middle East conflict, Fidelity International Analyst Pulse Survey finds

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Key points 55 per cent of Fidelity analysts expect companies’ cost inflation to rise over the next 12 months as a result of the renewed Middle East conflict Analysts expect... Read more continue reading

Bell Australian Small Companies Fund receives Recommended rating from Zenith

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Bell Australian Small Companies Fund has been awarded a Recommended rating by Zenith Investment Partners, less than a month after the fund’s inception. Zenith’s Product Assessment Report cites the Fund’s... Read more continue reading

Zenith upgrades Schroders’ High Yielding Credit strategies as investors seek alternatives to bank hybrids

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Schroders Australia is pleased to announce that both the Schroder Australian High Yielding Credit Fund (Wholesale Class) and the Schroder Australian High Yielding Credit Fund – Active ETF (Cboe:HIGH) have... Read more continue reading

Third Link Growth Fund retains Zenith ‘Recommended’ rating, reinforcing its unique investment and philanthropic model

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The Third Link Growth Fund has retained its ‘Recommended’ rating from Zenith Investment Partners, marking another year of independent recognition for the Fund’s distinctive combination of active investment management and... Read more continue reading

Investment management fees enter new downward phase as pricing pressure spreads to private markets, finds bfinance study

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bfinance, the award-winning investment consultant, has published new analysis revealing that investment management costs appear to be entering a new downward phase. A near two-decade decline in public market fees... Read more continue reading

Silvercrest asset management’s global value opportunity fund receives a ‘recommended’ rating from Lonsec

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Silvercrest Asset Management Group LLC (NASDAQ: SAMG) has announced that its Global Value Opportunity Fund has received a ‘Recommended’ rating from Lonsec, one of Australia’s most respected and widely referenced... Read more continue reading