Not happy with the government’s settings on adviser education standards? Well, wait five minutes and they’ll change. Is the latest change a return to the bad old days, or simply common sense prevailing?
Illegal access to SMSFs by their trustees is one of those issues with a radar signature starting to pulse, but while it must be addressed, it should not overshadow the sector’s health.
Investors always have to trust the fund managers to which they entrust their capital; but even better than trust is alignment.
THE INSIDE WORD: NEW FUND
The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio. Â
Sponsored by ClearBridge Investments
Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of Mornington-based Live Financial Planning fits this bill, and more.
Despite the success of this regional advice firm, advisers like Kane Leersen aren’t out to rule the world. Instead, they have an ambition to “grow by good” by serving the people that make up their local community.
Another significant recruit has joined the new venture, with ex-Mutual Trust family office adviser Angus Mann bringing a wealth of experience and a reputation for holistic client care to Viola Private Wealth.
Often you will speak to a fund manager that will talk about its specialist approach, the market niche that it understands well and can leverage, and how the expertise of its team is a differentiator. It’s rarer, however, to see that manager make an investment that exemplifies all of the talk.
Atchison’s framework for the implementation and effective management of alternative investments involves, before anything else, the careful assessment and categorisation of asset liquidity levels.
The group says tackling liquidity and accessibility barriers are key to the success of its private equity secondaries fund. Researcher Lonsec agrees, recently giving the fund a ‘Recommended’ rating on its platform.
Secondaries now represent a core pillar of many investors’ alternative assets program, according to Coller Capital.
In this online masterclass, James Dunn leads a discussion with Jim DeCarlo from Stellan Capital, Steve Sloane from Link Wealth Group and Levera Solutions and Michael Baquie from Colonial First State on scaling an advice practice as well as dealing with the challenges that growth brings. This masterclass is exclusive to The Inside Networks insiders…
Tom Boyle from Atlantic House Group speaks to James Dunn from The Inside Network on building an all-weather portfolio.
Tom Boyle from Atlantic House Group speaks to James Dunn from The Inside Network on roles and positions in client portfolios.
Tom Boyle from Atlantic House Group speaks to James Dunn from The Inside Network on achieving uncorrelated positions.
Opening up early access to super for housing would have a negative effect on the balances of even those members that don’t dig into their savings, with funds forced to adopt more conservative investment strategies and hold more liquid assets.
With many economists expecting the Reserve Bank to start cutting interest rates in early 2025, returns on term deposits could feel the pinch. Private credit is an alternative, but those pursuing this investment option will need to do their homework.
Melbourne-based Link Wealth Group has acquired its fourth advice practice, buying a majority stake in Hobart-based full-service financial advisory firm, Sky Advisers.
While firms are focusing on improving their operational capability and leveraging good technology to make their practice more efficient, this ambition needs to be tempered by an awareness that those same opportunities create openings for different risk sets.
THE INSIDE WORD: NEW FUND
The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio. Â
Sponsored by ClearBridge Investments
