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 and a narrowing exemption most licensees have relied on for years.
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...
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...
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When defensive assets stop behaving defensively
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The ETF generation is already knocking on advisers' doors
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The defensive sleeve is no longer automatic: inside the Income & Defensive Symposium
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The seven-year question few client portfolios can answer
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Who gets your client's super when a stepchild is in the picture?
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...
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...
Energy: the shortfall no price rally can fix
Datt Capital's Emanuel Datt argues the world is running a structural energy deficit that a price rally will not fix. For advisers, energy investing in this...
Defensive portfolios just got a wake-up call on rates
Australian bond yields repriced sharply across every tenor in a single week, with traders switching from pricing cuts to pricing hikes. For advisers managing...
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...
July 2027 deadline: ten months to get the CGT cost base right
Australia's CGT reforms take effect on 1 July 2027, and clients are already moving without waiting for advice. Viridian Lending's launch into the same moment...
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...
Quiet exits: half your satisfied clients are not loyal
ASIC data shows 89 per cent of advised clients would return, yet half are unclear on fees and most feel no real loyalty. A client experience scorecard catches...
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...
Real estate credit: know where you sit on risk | INSight #397 with Jonathan Pullin from Barwon
Barwon’s Jonathan Pullin on why real estate credit spans a risk spectrum, and what advisers should ask before allocating client capital.
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...
Putting portfolio construction to the test at the INZ Investment Leaders Forum in Queenstown
Advisers and investment specialists from both sides of the Tasman spent two days at the Investment Leaders Forum in Queenstown, working through active...
Todd Barlow: patience is only valuable if you’re free to exercise it
Soul Patts CEO Todd Barlow explains why patience means nothing without structural freedom, why diversification is about uncorrelated returns, and how Soul...
Giving up the car without giving up your lifestyle
Giving up driving is one of later life's most postponed conversations, yet research shows the outcome depends on choice. From licensing rules to the real cost...
4 best numbers to value CBA shares
Trying to value the Commonwealth Bank of Australia (ASX:CBA) share price? Here are 4 key metrics you need to consider.