Industry innovates on advice access models while Govt dithers on reform

The move from Viridian and CFS to provide personal advice in a scaled manner highlights a growing willingness within the industry to fix its own problems in lieu of waiting for the government.

Tahn Sharpe | 7th Nov 2024 | More
‘Changing dynamic’ between public and private markets worth watching: ASIC

Private markets are worth around $14 trillion globally, ASIC believes. It’s not sure, and that uncertainty hints at the wider problem – private markets, and their effect on public ones, is still largely a mystery.

Tahn Sharpe | 7th Nov 2024 | More
Why value is better at taking market beat-downs

Value stocks are hit harder in market drawdowns but come out of them faster and harder, according to research from Pzena Investment Management.

Lachlan Maddock | 7th Nov 2024 | More
News
Comprehensive advice demand surges in the US, average adviser manages $822M

The US advice system is the largest in the world, and the trend towards more comprehensive advice provision is a significant harbinger of a global shift towards full-service, holistic wealth.

Tahn Sharpe | 31st Oct 2024 | More
FSG exemption back in play after ASIC fixes Treasury’s DBFO reform blunder

It came as a relief instrument rather than the expected guidance note, but ASIC’s move still managed to give advisers the surety they need to legally use the FSG exemption.

Tahn Sharpe | 28th Oct 2024 | More
Borderless world still needs advice moored in jurisdictional expertise

Despite the high levels of demand, there are still very few providers that cater specifically to expats. It’s a problem Edward Cole identified early on, and sought to rectify in three main markets.

James Dunn | 24th Oct 2024 | More
Markets
Secondaries’ ‘global opportunity’ comes to the land down under

Long the bailiwick of institutional investors, private markets secondaries are now trickling down to the wealth space as the market grows and new vehicles expand access.

Lachlan Maddock | 4th Nov 2024 | More
Plying the lower-mid PE market for ‘hidden gems’ with Fortitude’s Nick Miller

The phenomenal growth of private equity’s big players has left a yawning gap in the lower-mid market, which enterprising players like Fortitude Investment Partners are all-too keen to step in to and take advantage of.

Tahn Sharpe | 4th Nov 2024 | More
Bond attraction firms as rate cuts swell yields and non-correlation returns

With rates well and truly crested and bonds once again showing their strength as a defensive ballast mechanism, Capital Group believes the time might be right for investors to swap out cash-like investment vehicles for investment grade credit.

Tahn Sharpe | 31st Oct 2024 | More
High regulatory bar makes healthcare a solid value play: Perennial

Idiosyncratic regulations around healthcare product marketing in Australia has led to an under-represented market, which in turn presents an opportunity for savvy investors according to Perennial Partners.

Tahn Sharpe | 31st Oct 2024 | More
INSight #395 with Scott Bennett from Invesco

Scott Bennett from Invesco shares insights with James Dunn from The Inside Network on active or passive access.

The Inside Adviser | 7th Nov 2024 | Watch Pause
INSight #390 with Carl Jones from WNT Ventures

Carl Jones from WNT Ventures shares insights with Laurence Parker-Brown from The Inside Network on managing risks in assessing IP, entrepreneurs and early-stage models.

The Inside Adviser | 7th Nov 2024 | Watch Pause
The role of resilient private equity investing in portfolio construction: IN60 with David Chan from MLC

David Chan from MLC goes in-depth with Laurence Parker-Brown from The Inside Network on the role of resilient private equity investing in portfolio construction.

The Inside Adviser | 6th Nov 2024 | Watch Pause
Market thinkers: INDepth with Doug Goodwille from Kayne Anderson

Doug Goodwille from Kayne Anderson speaks to Drew Meredith from The Inside Network on market thinkers.

The Inside Adviser | 6th Nov 2024 | Watch Pause
BIT #9: The PE puzzle with Nick Miller from Fortitude Investment Partners
The Inside Adviser | 14th Oct 2024
BIT #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
The Inside Adviser | 29th Jul 2024
BIT #7: The new captains of capital with Mike Wright from Lonsec.
The Inside Adviser | 22nd Jul 2024
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
The Inside Adviser | 8th Jan 2024
BIT #5: Advicetech attraction with Pete Worn from Finura Group
The Inside Adviser | 11th Oct 2023
BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
The Inside Adviser | 11th Oct 2023
BIT #3: Super fund benchmarking with Ian Fryer from Chant West
The Inside Adviser | 11th Oct 2023
BIT #2: Investment dynamism with Paul Saliba from SQM Research
The Inside Adviser | 11th Oct 2023
BIT #1: Compliance matters with Sean Graham from Assured Support
The Inside Adviser | 24th Sep 2023
IN Discussion with Chris Briant, Head of Parametric in Australia.
The Inside Adviser | 10th May 2021
Kanish Chugh explores strong returns from Biotech in recent years
The Inside Adviser | 30th Mar 2021
Angela Ashton – The Evergreen Responsible Investment Grading Index (ERIG Index)
The Inside Adviser | 15th Mar 2021
32% return for calendar 2020!
The Inside Adviser | 9th Mar 2021
Franklin Templeton and Quantifeed: Riding the digital wave
The Inside Adviser | 16th Dec 2020
Cor Capital’s Davin Hood discusses defensive investments to boost your portfolio.
The Inside Adviser | 30th Oct 2020
Chris Briant Parametric & Peter White from IN Chats
The Inside Adviser | 21st Sep 2020
Benefits of unlisted direct property funds in low yield investment environment
The Inside Adviser | 20th Sep 2020
ETF Securities: Trade your conviction
The Inside Adviser | 9th Sep 2020
Inside Analysis DATT Capital
The Inside Adviser | 8th Sep 2020
COVID-19 and the Industrial and Logistics sector: insight from Charter Hall
The Inside Adviser | 28th Jul 2020
Investors look to biotech with COVID-19 vaccine on the horizon
The Inside Adviser | 22nd Jun 2020
CEO Series with Federation AM CEO Cameron Brownjohn
The Inside Adviser | 17th Jun 2020
All weather investing
The Inside Adviser | 5th Jun 2020
Equities, dividends and Covid-19
The Inside Adviser | 5th Jun 2020
The sting in the transition tail
The Inside Adviser | 28th May 2020
Pandemic-proofing portfolios
The Inside Adviser | 6th May 2020
Future proofing investing with FAANGs
The Inside Adviser | 27th Apr 2020
RARE Infrastructure market update
The Inside Adviser | 8th Apr 2020
Listed infrastructure is a proven defensive asset
The Inside Adviser | 16th Mar 2020
Quo vadis robo?
The Inside Adviser | 16th Mar 2020
Bonds are here to stay
The Inside Adviser | 5th Feb 2020
Listed infrastructure vs. unlisted infrastructure with Charles Hamieh
The Inside Adviser | 21st Jan 2020
White label Robo Advice solutions: what, why and how ?
The Inside Adviser | 19th Aug 2019
Investing made easy with Raiz
The Inside Adviser | 28th May 2019
Clime expands offer to new markets, leads the way post Hayne.
The Inside Adviser | 23rd Apr 2019
Agri sector still inspiring investors
The Inside Adviser | 8th Apr 2019
Australian equities: Clouded by political, economic and credit uncertainty
The Inside Adviser | 26th Mar 2019
Steady Income from infrastructure.
The Inside Adviser | 11th Mar 2019
Residential house prices are falling…but what about commercial property?
The Inside Adviser | 4th Dec 2018
Are we there yet? Late cycle investing and infrastructure.
The Inside Adviser | 13th Nov 2018
‘Industrial strength’ investing
The Inside Adviser | 25th Sep 2018
The attractions of Global Listed infrastructure for long term investors explained
The Inside Adviser | 7th Sep 2018
Commercial Property Trusts in a SMSF? Shed’s Peter White chats with Thinktank CEO Jonathan Street.
The Inside Adviser | 28th Aug 2018
Super
Slashed dividend payments an income gut-punch for SMSF retirees

A slowing economy has prompted S&P/ASX 200 companies to keep a lion’s share of their earnings by tightening shareholder distributions, with fund manager Martin Currie identifying the resources sector as a real cause for concern regarding future income.

Staff Writer | 21st Oct 2024 | More
The funeral bond alternative providing tax and income advantages to older Australians

Funeral bonds offer a host of potential benefits, including preferential tax treatment and capped exemption from the Centrelink assets test. But not all funeral bonds are created the same.

Tahn Sharpe | 10th Oct 2024 | More
In Practice
FSG exemption ‘almost entirely redundant’: Lawyer

For advisers that have already started relying on website disclosure, the unclear legislation “may or may not” be an issue, the Cowell Clarke lawyer explained. Whatever approach advisers are currently taking, they should all be paying attention when the regulator releases its guide next month.

Tahn Sharpe | 14th Oct 2024 | More
What is the real value of managed accounts in an advice practice?

Managed accounts may be just “one lever of many” that advisers can use to increase scalability in their practice, but the advantages they offer to both clients and advisers make them a crucial consideration.

Tahn Sharpe | 10th Oct 2024 | More
Authors
330 Articles
Tahn is managing editor across The Inside Network's three publications.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
70 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
20 Articles
Nicholas Way is editor of The Golden Times and has covered business, retirement, politics, human resources and personal investment over a 50-year career.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
713 Articles
Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
Authors
Tahn Sharpe Image
318 Articles
Tahn is managing editor across The Inside Network's three publications.
Lachlan Maddock Image
67 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.
Nicholas Way Image
19 Articles
Nicholas Way is editor of The Golden Times and has covered business, retirement, politics, and personal investment over a 50-year career.
Drew Meredith Image
713 Articles
Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.