GROWTH
Financial planning
Net gains of financial advisers have already doubled since the start of FY25, according to this week’s Padua Wealth Data, with momentum gathering pace far faster than the...
Financial planning
WT Financial’s managing director, Keith Cullen, believes the firm’s Hubco model with Merchant Wealth Partners will be a “repeatable growth model” for the business as it s...
Financial planning
US wealth manager Focus Financial Partners, which includes Australia’s Escala Partners, has appointed a chief strategy officer to fuel further Australian growth. ...
Financial planning
As the firm enters a new growth phase, Orbis Investments managing director Jason Ciccolallo has said it is looking to strengthen relationships with retail advisers to ali...
Financial planning
One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also se...
Financial planning
Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year. ...
Financial planning
With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals have been critical to its success....
Financial planning
ASX-listed Prime Financial Group has made two senior appointments of an independent non-executive director and a chief growth officer....
Funds management
The ETF industry saw significant positive flows in October thanks to global market performance compared to losses of $5.6 billion in the previous month. ...
Financial planning
E&P chief investment officer, Tim Rocks, has detailed the number one mistake made by pre-retirees when it comes to building their investment portfolios....
Expert Analysis
High-quality growth stocks are expected to perform relatively strongly in the next phase of the economic cycle, writes Tim Richardson....
Expert Analysis
Investors may be using the pandemic to find the next FAANG, writes James Williamson, but history shows this period is only the latest cycle....
Features
After decades of underperformance, value is seeing a turnaround and outpacing growth stocks for the first time in years, writes Laura Dew....
Funds management
The cyclical trade in equities may already be waning, according to AXA IM, in a rising equity market with energy and financials less likely to outperform. ...
Funds management
Australia is likely to mimic the US by making a move away from a growth-focused environment to one focused on redistribution, according to T. Rowe Price, while sectors ar...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...