EXPERT ANALYSIS

Expert Analysis

Mark Arnold and Jason Orthman look at conviction investment and the importance of portfolio construction in generating long-term alpha....

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Expert Analysis

The latest Investment Trends Planner Technology Report suggests that platform providers and planning software firms will need to collaborate to adequately meet financial ...

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Expert Analysis

Julian Morrison explores how focusing on valuing individual businesses and investing when they are undervalued could lead to better results than sticking to the tradition...

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Expert Analysis

Christian Obrist discusses why bond exchange-traded funds are so popular and why financial advisers and investors should consider incorporating them into investment portf...

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Expert Analysis

Graeme Colley looks out how $10,000 savings can be fully maximised from a tax perspective when used to bolster a couple’s superannuation savings....

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Expert Analysis

Stuart Fechner writes that the benefits of passive versus active investing depend on the objectives and purposes of the investor, and advisers can help clients work out w...

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Expert Analysis

Debbie Kennedy writes that trust is at the core of most consumers’ purchasing decisions regarding life insurance, and that underwriting that takes this into account could...

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Expert Analysis

With artificial intelligence a phrase on everyone’s lips, Andrew Martin looks at why humans and machines together are greater than either alone....

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Expert Analysis

Emma Pringle writes that sustainable investments not only have a ‘feel good’ advantage, but also can offer risk-adjusted returns across most asset classes that are compar...

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Expert Analysis

Jan Sytze Mosselaar writes that, despite the recent popularity of index investing, there are many issues with relying on index strategies in place of active low volatilit...

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Expert Analysis

Mark Arnold and Jason Orthman explain why some luxury goods companies (and not others) have managed to parlay brand equity into sustainable long-term profits and market s...

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Expert Analysis

Investors cannot rely on bonds for portfolio diversification in light of the changes the global bond market has undergone in the last ten years, and need to look at other...

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Expert Analysis

Col Fullagar tells five short stories that may be suitable as bedtime reading for those interested or involved in the Royal Commission....

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Expert Analysis

Geoff Rimmer looks at the future of the vertically integrated model, regulation, the dealer group model and dealer Australian Financial Services Licences models in the wa...

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Expert Analysis

Paying attention to the MSCI ESG Leaders Index could help those looking for socially conscious investments avoid companies such as Facebook, even before public light is s...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 7 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

6 days 3 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 6 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago