A new managed accounts entrant arrives with a focus on implementation
Pacific Portfolio Solutions has appointed Kyle Lidbury, formerly chief investment officer of Perpetual’s wealth management business, to lead its Australian investment team.
The founder who wants to be the least important person in the business
Arrow Private Wealth's Peter Leggett shares six leadership lessons on culture, trust and stewardship, offering financial advisers a practical model for...
Why the headline yield is the least useful number in an income fund
Most assessments of income investments begin and end with the distribution yield. The Barwon Disability Accommodation Fund shows why that number tells only...
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Cathie Wood’s conviction is undimmed and that should worry the skeptics
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While others step back, Integro and Coastline build for risk
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Perennial shuts its resources flagship, then builds a bigger one
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Half of Australia’s $250 billion private credit market runs on property
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Australian equity funds just had their second-worst half against the index
What a big bank teaches you about being a better adviser
Alex Thompson left a career in institutional banking to advise private clients at Viola Private Wealth, and found that the discipline forged in markets...
Why emerging markets demand a contrarian, selective mindset
Emerging markets remain one of the world's largest opportunity sets. So why are investors still overlooking them today?
When life changes, advice relationships matter most
White Rabbit Advisory's Nicola Beswick argues that knowing clients at a human level is not a soft skill. It is the most operationally important thing an...
A 30-year institutional memory retires from the FAAA as reform workload peaks
Phil Anderson leaves the FAAA in November after three decades at the centre of financial advice reform. His successor inherits the most active policy agenda...
Former Aberdeen chief to lead Franklin Templeton Asia Pacific
Franklin Templeton Asia Pacific has named Rene Buehlmann as its new regional head from 21 September. He joins from advising KKR on wealth and asset management...
The yield that isn’t there: how dividend traps catch investors off guard
Andrew Hamilton, portfolio manager and head of implementation at Antares Equities, says one of the most persistent dangers in income investing is a yield that...
Evergreen infrastructure: why the redemption terms deserve a closer read than the return target
I Squared Capital launches an evergreen private infrastructure fund for Australian wholesale clients, as advisers weigh redemption caps and valuation lags...
When index inclusion changes everything except the business case
NorthStar's Claudia Kwan expects Tasmea to join the ASX 300 shortly. The promotion improves liquidity, but advisers should look past the index effect to the...
Who gets your client's super when a stepchild is in the picture?
Death benefits for blended families are no longer decided by financial dependency alone. Karen Robinson of Equity Trustees explains how AFCA now weighs ongoing...
Trust tax: the election that asks families to freeze the future
Treasury's minimum tax on discretionary trusts offers a fixed entitlements election as the cheap way out of restructuring. Advisers Will Hamilton and Troy...
Retirement income: Australia taught a generation to save, not to spend
More than 250,000 Australians retire each year with no training in turning a balance into retirement income. Challenger's new Institute for Lifetime Income is...
Super cold calling ban: buying leads is about to come with a paper trail
The government's superannuation cold calling ban carries the headlines, but Kit Legal's Catherine Evans says the real risk sits in lead generation compliance...
Quality, beta and the SaaS reckoning: the screens advisers should retire
ClearBridge's Reece Birtles says passive flows have broken the screens advisers rely on in Australian equities. His case for HALO stocks, a declining beta...
US earnings: the 493 are forecast to outgrow the Magnificent Seven
Sell-side consensus expects S&P 500 earnings growth of 16.6 per cent from the other 493 companies in 2027, against 4.9 per cent from the Magnificent Seven....
Emerging markets: why cheap is no longer enough
Orbis' Saurav Das says passive flows have broken the mechanism that repriced cheap emerging market stocks. The new test is not whether a company is cheap, but...
Franklin Templeton hits record US$1.8 trillion as private markets run ahead of target
Franklin Templeton reported a record US$1.79 trillion in AUM for the June quarter. Private markets fundraising beat its full-year target early, raising the...
Why the outlook favours non-bank lenders | INSight #399 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on the 2026 real estate credit outlook, and why steady bank retreat continues to widen the opportunity for non-bank lenders.
Darwin, defence and the new industrial asset with Laurence Parisi from Trilogy Funds
Laurence Parisi, head of direct property at Trilogy Funds, joins James Dunn to trace industrial property’s move from plain sheds to technology-rich...
Value traps and income conviction with Andrew Hamilton from Antares Capital
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...
The defensive sleeve is no longer automatic: inside the Income & Defensive Symposium
Advisers in Sydney and Melbourne worked through fixed income, private credit and real assets, and why the defensive sleeve can no longer run on autopilot.
How much debt is the right amount of debt?
In a recent white paper, Bryan Brown, partner at Fortitude investment partners explores the relationship between Private Equity and debt.
AI is coming to financial advice. What retirees should watch for
Anthropic's new adviser tool and the rise of AI for financial advice raise real questions for retirees: what chatbots can't know, where the rules change, and...
I’m keeping an eye on QBE shares in 2026
The QBE Insurance Group Ltd (ASX:QBE) share price is up 17.2% since the start of 2025. It's probably worth asking, 'is the QBE share price good value?'