Australian equity funds just had their second-worst half against the index
Sue Lee's mid-year SPIVA scorecard shows three in four Australian equity funds trailing the ASX 200, the weakest result since 2013, while adviser Andrew Wielandt says the data guides which active fees are worth paying.
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...
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....
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A 30-year institutional memory retires from the FAAA as reform workload peaks
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Evergreen infrastructure: why the redemption terms deserve a closer read than the return target
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Super cold calling ban: buying leads is about to come with a paper trail
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When index inclusion changes everything except the business case
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Quality, beta and the SaaS reckoning: the screens advisers should retire
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...
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...
Private credit added $95 billion in four years. Its boards are only just catching up
KIMI reviewed the majority of Australia's private credit managers before selecting twelve for its platform. Every adviser recommending private credit should...
When defensive assets stop behaving defensively
With bonds delivering near-zero returns over a decade and private credit under regulatory scrutiny, advisers need a sharper framework for assessing defensive...
The seven-year question few client portfolios can answer
FinCap Platform has launched a free review and education series to help advisers build a more rigorous private markets allocation, starting with the question...
Australia's AI exposure lives outside the ASX 20
Ellerston Capital's James Barker and Jack Briggs say the companies building and adopting AI in Australia barely register in the large cap index, and advisers...
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...
The ETF generation is already knocking on advisers' doors
Pearler's $16 million Series A close reveals how young investors in Australia are forming their first habits on index-heavy platforms, and what that means for...
Medical professionals earn the most and get the least time to build wealth
NAB Private Wealth research confirms medical professional wealth management is among the most complex and rewarding specialist segments in advice, with doctors...
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...
Where the flow splits, active bond funds still win
The active-versus-passive debate looks different in fixed income. Amundi's quarterly results show active bond funds attracting serious new inflows, with local...
Three loan types for a conservative portfolio | INSight #398 with Jonathan Pullin from Barwon
Barwon’s Jonathan Pullin on building a conservative real estate credit portfolio, the three loan buckets behind it, and what advisers give up in return.
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 illusion of diversification with Alison Savas from Orbis Investments
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
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.
Shield and First Guardian: mutualising the tail risk of misconduct
The Government's compensation redesign following the Shield and First Guardian collapses redistributes liability across platform trustees, advice licensees and...
The super tax hiding in your SMSF
A budget footnote could raise tax on $372 billion of retirement savings, and self-managed funds carry more of that cost than most readers realise. Here is how...
6 key numbers to value COH shares
Want to value the Cochlear Ltd (ASX:COH) share price? Here are 6 key metrics you need to consider.