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A move to regulate the Buy Now Pay Later space could have wide-ranging implications and change the investment case for holding the providers in portfolios, writes Ursula ...
In this episode of Relative Return, host Phil Tarrant chats to Tom King OAM, chief investment officer at Nanuk Asset Management, to discuss why he dislikes the term ‘ESG’...
With the end of financial year around the corner, maximising concessional super contributions and 2024 tax planning will be on advisers’ minds....
Challenges to wills have been unrelenting as household debt grows so it is important to establish a watertight vehicle, writes Mercia Chapman....
In this episode of Relative Return, host James Mitchell chats to Nick Eatock, chief executive of Intelliflo. The pair discuss Intelliflo’s move into the Australian market...
A staple of retirement planning advice, the recontribution strategy has seen a resurgence in popularity since the work test was removed from super contributions law, writ...
Contrary to claims that finfluencers are a more accessible alternative to advisers, this licensed finfluencer believes she plays a complementary role towards easing inves...
In this episode of Relative Return, host James Mitchell chats to David George, chief executive of Magellan Financial Group, to discuss how he is hoping to grow the asset ...
While investors have moved past the idea of ESG as a kind of philanthropic activity, the uncertainty and volatility of markets this year could end up pitting ‘values’ ag...
The recent failures of US banks, Silicon Valley Bank (SVB) and Signature Bank, have unnerved investors globally, writes ST Wong....
Red tape has been suffocating financial advice for years. It’s time for regulators to turn their attention to the army of emotionless robots who will be joining the profe...
In this episode of Relative Return, host James Mitchell catches up with Hari Balkrishna, portfolio manager at T. Rowe Price, to discuss his journey from investment bankin...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...