EXPERT ANALYSIS

There are multiple reasons for advisers to consider an allocation to gold when building client portfolios beyond its diversification purposes, writes Jean-Baptiste Bertho...

Advisers today have a unique opportunity to position themselves as indispensable allies and trusted counsel to these professionals, providing the safety net they need....

The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. ...

The framework of Alternative Risk Premia has developed from an academic theory to a modern practice used by investment managers worldwide, writes Paul Fraynt....

Active and passive investment strategies have been battling for investors’ attention for many years but the tough conditions in markets currently make a strong case for a...

If the licensee structure is to be removed – or even if it’s here to stay – the imperative for businesses is to evolve or cease to exist, writes Shaun Green. ...

Private credit was the asset class of 2023 and the re-activation of the IPO markets should be a strong signal for the year ahead, writes Andrew Martin....

The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green....

The importance of fund managers being authentic in their approach to these investment principles and 'walking the talk' has never been important, writes Damian Cottier. ...

The current volatility has created a rich pool of investment opportunities which skilled fund managers can exploit through long-short equities strategies, writes Lukasz d...

With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some ...

Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...

 

MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

3 hours 22 minutes ago
Bob Duruncle

Closing MLC Wrap and forcing clients into an inferior platform was not a good start. In 2024 it's amazing that their new...

5 hours 36 minutes ago
John Hall

How about, like everywhere else in the world, we let PI insurers deal with events like this, rather than having financia...

19 hours ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 1 day ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago