Perennial shuts its resources flagship, then builds a bigger one
Perennial Partners closed a resources fund after a 49.8 per cent year and launched a global version with ten times the runway. The fund capacity question behind it is one every adviser should ask.
Half of Australia’s $250 billion private credit market runs on property
Private credit default rates look calm on paper, but the counting method understates borrower-level stress. Here is what advisers assessing private credit risk...
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...
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The yield that isn’t there: how dividend traps catch investors off guard
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US earnings: the 493 are forecast to outgrow 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
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 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...
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...
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...
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...
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...
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...
Why the outlook favours non-bank lenders | INSight #399 with Jonathan Pullin from Barwon
Barwon’s Jonathan 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.
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...
2 tools to value the Commonwealth Bank of Australia (ASX: CBA) share price
Trying to value the Commonwealth Bank of Australia (ASX:CBA) share price? Here are 4 key metrics you need to consider.