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.
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...
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...
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...
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...
Real yields: the reset that makes bonds competitive with equities again
US real yields are approaching 2.5 per cent, and Brandywine Global argues the repricing reflects a healthier economy, leaving high quality bonds their best...
How a year of RBA swings rewrote the term deposit market
Term deposit rates in Australia have risen sharply and spread apart. The gap between the best and worst one-year offer now exceeds 3 percentage points, and for...
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...
Don't sell the farm: the risk hiding in most farming wills
An equal-split will can force a farming family to sell the property just to pay departing children. Troy Armstrong explains why farm succession planning, done...
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...
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...
Ten managers, one verdict on ASX20 concentration
Ten active Australian equity managers agree: ASX20 concentration is distorting prices at the top of the market and widening the gap between index heavyweights...
Index investing in volatile markets: INSight #490 with Jan-Carl Plagge from Vanguard
Index investing keeps growing for two simple reasons: performance and cost. Jan-Carl Plagge, of Vanguard, explains why many active funds fail to beat their...
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...
Technology infrastructure as a core component of institutional due diligence
Capital Group's new CIO appointment signals how AI investment management has moved inside the operational due diligence perimeter. For allocators, the...
The great trust back-down
The government has softened its 30 per cent minimum tax on family trusts, but the concession comes with permanent trade-offs and a penalty that wipes the...
2 tools to value the Bank of Queensland Limited (ASX: BOQ) share price
Trying to value the Bank of Queensland Limited (ASX:BOQ) share price? Here are 4 key metrics you need to consider.