‘It’s bittersweet’: CSLR head explains the challenge of punishing and promoting advice

Just how thin the line that Berry walks becomes clear when he outlines the two paradoxical objectives of the CSLR. He has to highlight the worst in financial advice, while making it seem better and more trustworthy in the eyes of the public.

Tahn Sharpe | 20th Jun 2024 | More
Private credit not so alternative anymore: KeyInvest

Market forces and changing winds in the banking sector have supercharged private credit, which is growing faster than any other arm in private capital. For advisers, that might mean reassessing which portfolio sleeve it slots into.

Tahn Sharpe | 20th Jun 2024 | More
Emissions retreat as energy transition takes effect: Australian Ethical

The move towards renewable sources of energy gathers pace, and while the majority of our power still comes from coal and gas, efforts to put capital behind low-emission companies is paying dividends according to the ethical investor.

Staff Writer | 20th Jun 2024 | More
News
‘They’re going ballistic’: AMP slashes redundancy benefits across business

AMP has cut redundancy pay maximums and notice periods in a move that has left long-term employees dismayed after they stuck with the company through the royal commission and its aftermath.

Lachlan Maddock | 17th Jun 2024 | More
Yarra Capital’s Dion Hershan on the value of humility and conviction

“Some kids read cartoons,” the equities manager recalls, “and some read the sports section, but I used to read the stock market tables and try to figure out what was going up and what was going down.”

James Dunn | 7th Jun 2024 | More
Brokerage platforms can be the link between self-directed investors and advisers: US study

Brokerage platforms are understandably wary of nudging clients away from their products, but if they want to be full service providers they need to entertain the idea of linking investors to advisers, according to a new US report.

Staff Writer | 7th Jun 2024 | More
Markets
Is private credit the real deal, or is it ‘more sizzle than steak’?

It’s been lauded as anything from a ‘”short-term fad” to the next great diversifier, but while private credit polarises investors it continues to provide robust, stable returns. Are private credit managers good enough to maintain their rapid ascension in the private capital arena?

Staff Writer | 17th Jun 2024 | More
Longevity is providing a strong tailwind for private assets

Cashed-up baby boomers in the market for yield are finding that it’s increasingly being delivered by non-listed assets with a palatable risk profile. And that’s not the only tailwind behind the burgeoning sector.

Staff Writer | 13th Jun 2024 | More
Australian Ethical rotates to transition-linked metals as broader resources market weakens

The ethical investor is using the China’s sluggish reemergence from the pandemic as an opportunity to rotate into more investments that facilitate a sustainable future, while simultaneously fortifying the return profile of its flagship fund.

Tahn Sharpe | 7th Jun 2024 | More
Examining the case for small and mid-cap funds

The potential for small and mid-cap companies to outperform the bigger players on indices is clear, with liquidity expected to increase as inflation comes off the boil and money flows into the economy. So which funds are best positioned to take advantage?

Will Arnost | 7th Jun 2024 | More
Investment Leaders Forum 2024: INBrief with Vyas Balasubramanian from Colonial First State

Vyas Balasubramanian from Colonial First State speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.

The Inside Adviser | 21st Jun 2024 | Watch Pause
Investment Leaders Forum 2024: INBrief with Tony Breen from Apostle Funds Management

Tony Breen from Apostle Funds Management speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.

The Inside Adviser | 21st Jun 2024 | Watch Pause
Investment Leaders Forum 2024: INBrief with Nick Dignam from Fortitude Investment Partners

Nick Dignam from Fortitude Investment Partners speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.

The Inside Adviser | 21st Jun 2024 | Watch Pause
Investment Leaders Forum 2024: INBrief with Ludovic Theau from Australian Ethical

Ludovic Theau from Australian Ethical speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.

The Inside Adviser | 21st Jun 2024 | Watch Pause
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
The Inside Adviser | 8th Jan 2024
BIT #5: Advicetech attraction with Pete Worn from Finura Group
The Inside Adviser | 11th Oct 2023
BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
The Inside Adviser | 11th Oct 2023
BIT #3: Super fund benchmarking with Ian Fryer from Chant West
The Inside Adviser | 11th Oct 2023
BIT #2: Investment dynamism with Paul Saliba from SQM Research
The Inside Adviser | 11th Oct 2023
BIT #1: Compliance matters with Sean Graham from Assured Support
The Inside Adviser | 24th Sep 2023
IN Discussion with Chris Briant, Head of Parametric in Australia.
The Inside Adviser | 10th May 2021
Kanish Chugh explores strong returns from Biotech in recent years
The Inside Adviser | 30th Mar 2021
Angela Ashton – The Evergreen Responsible Investment Grading Index (ERIG Index)
The Inside Adviser | 15th Mar 2021
32% return for calendar 2020!
The Inside Adviser | 9th Mar 2021
Franklin Templeton and Quantifeed: Riding the digital wave
The Inside Adviser | 16th Dec 2020
Cor Capital’s Davin Hood discusses defensive investments to boost your portfolio.
The Inside Adviser | 30th Oct 2020
Chris Briant Parametric & Peter White from IN Chats
The Inside Adviser | 21st Sep 2020
Benefits of unlisted direct property funds in low yield investment environment
The Inside Adviser | 20th Sep 2020
ETF Securities: Trade your conviction
The Inside Adviser | 9th Sep 2020
Inside Analysis DATT Capital
The Inside Adviser | 8th Sep 2020
COVID-19 and the Industrial and Logistics sector: insight from Charter Hall
The Inside Adviser | 28th Jul 2020
Investors look to biotech with COVID-19 vaccine on the horizon
The Inside Adviser | 22nd Jun 2020
CEO Series with Federation AM CEO Cameron Brownjohn
The Inside Adviser | 17th Jun 2020
All weather investing
The Inside Adviser | 5th Jun 2020
Equities, dividends and Covid-19
The Inside Adviser | 5th Jun 2020
The sting in the transition tail
The Inside Adviser | 28th May 2020
Pandemic-proofing portfolios
The Inside Adviser | 6th May 2020
Future proofing investing with FAANGs
The Inside Adviser | 27th Apr 2020
RARE Infrastructure market update
The Inside Adviser | 8th Apr 2020
Listed infrastructure is a proven defensive asset
The Inside Adviser | 16th Mar 2020
Quo vadis robo?
The Inside Adviser | 16th Mar 2020
Bonds are here to stay
The Inside Adviser | 5th Feb 2020
Listed infrastructure vs. unlisted infrastructure with Charles Hamieh
The Inside Adviser | 21st Jan 2020
White label Robo Advice solutions: what, why and how ?
The Inside Adviser | 19th Aug 2019
Investing made easy with Raiz
The Inside Adviser | 28th May 2019
Clime expands offer to new markets, leads the way post Hayne.
The Inside Adviser | 23rd Apr 2019
Agri sector still inspiring investors
The Inside Adviser | 8th Apr 2019
Australian equities: Clouded by political, economic and credit uncertainty
The Inside Adviser | 26th Mar 2019
Steady Income from infrastructure.
The Inside Adviser | 11th Mar 2019
Residential house prices are falling…but what about commercial property?
The Inside Adviser | 4th Dec 2018
Are we there yet? Late cycle investing and infrastructure.
The Inside Adviser | 13th Nov 2018
‘Industrial strength’ investing
The Inside Adviser | 25th Sep 2018
The attractions of Global Listed infrastructure for long term investors explained
The Inside Adviser | 7th Sep 2018
Commercial Property Trusts in a SMSF? Shed’s Peter White chats with Thinktank CEO Jonathan Street.
The Inside Adviser | 28th Aug 2018
Super
Advice in super declines as funds ‘stuck’ on member engagement: SuperRatings

Super funds are offering less and less advice services, despite members making clear that they need it more than ever. Fund advice has a relatively attractive price point, SuperRatings’ Kirby Rappell explained, but funds are struggling to explain its value.

Tahn Sharpe | 17th Jun 2024 | More
Gargantuan funds and the ‘second six’: The state of super and what members think about it

KPMG’s latest Super Insights report shows the future shape that the industry might take, with distinct cohorts of funds now emerging across size and service. But there’s little positive sentiment to be found about funds online.

Lachlan Maddock | 5th Jun 2024 | More
In Practice
Move to micro makes sense, but comes at a cost for advice businesses

There are untold benefits in shifting to a self-licensed advice model, but the move also comes with a host of dangers. Practice owners need to ask themselves some serious questions before taking the plunge.

Staff Writer | 13th May 2024 | More
Brigid Asquith-Hunt and the language of legacy in financial advice

Making a connection is at the heart of any financial adviser’s value proposition, the consultant says. But to do that, the right language must be leveraged to understand what a client’s legacy values truly are.

James Dunn | 9th May 2024 | More
Authors
235 Articles
Tahn is managing editor across The Inside Network's three publications.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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Nicholas Way is editor of The Golden Times and has covered business, retirement, politics, human resources and personal investment over a 50-year career.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum