Herding: the safest-feeling trade carries the most risk
Systematic trend following treats herding as fuel rather than danger, and East Coast Capital Management's Simone Haslinger uses Korea's leveraged ETF crash and gold's slow climb to show why the exit matters most.
The FY26 private market returns advisers should not expect twice
FinCap’s Ben Davis says FY26 rewarded discipline in credit and punished casual manager selection everywhere else, and advisers who cannot name the engine...
Ironbark lands $255.9 million from Merchant Wealth Partners to continue its growth
Merchant Wealth Partners is making its largest investment outside the US, offering growth capital and capability to Ironbark Financial Group, one of...
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What private markets teach you about picking the right room
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Fixed income: a hawkish Fed leaves the long end exposed
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The WiseTech bull case after a difficult result
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From delivery hubs to defence dollars: how Trilogy Funds reads the new industrial map
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Jacqui Fernley takes the CIO role at Hamilton Wealth Partners
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?
Jennifer Goldsworthy's vision for advice is unmistakably her own
Jennifer Goldsworthy stumbled into financial planning on a deal with her father at 17. Two decades on, she owns the financial planning business and has rebuilt...
A new managed accounts entrant arrives with a focus on implementation
Pacific Portfolio Solutions has appointed Kyle Lidbury, formerly chief investment officer of Perpetual’s wealth management business, to lead its Australian...
A 30-year institutional memory retires from the FAAA as reform workload peaks
Phil Anderson leaves the FAAA in November after three decades at the centre of financial advice reform. His successor inherits the most active policy agenda...
Five questions to ask before you buy a private credit fund
Before you put client money into a private credit fund, ask these five questions. KeyInvest's Craig Brooke worked through more than 300 managers before backing...
Why the headline yield is the least useful number in an income fund
Most assessments of income investments begin and end with the distribution yield. The Barwon Disability Accommodation Fund shows why that number tells only...
Cathie Wood’s conviction is undimmed and that should worry the skeptics
Private markets are where the next generation of trillion-dollar companies is incubating, and that's where renowned tech investor Cathie Wood has an...
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...
Adviser development: what an AI simulation can and cannot teach
SIAA has launched DART, an AI-powered toolkit for developing advisers. Chief executive Maria Lykouras says simulated client interviews and ethical dilemmas...
The founder who wants to be the least important person in the business
Arrow Private Wealth's Peter Leggett shares six leadership lessons on culture, trust and stewardship, offering financial advisers a practical model for...
Emerging markets: the AI sell-off and the value opportunity
Pzena's Rakesh Bordia says the market has crushed emerging-market IT services stocks on the fear that AI will make them obsolete, and that the sell-off is a...
The signs of a bubble are back
Bathla's collapse reveals a private credit bubble hiding inside a true premise: everyone agrees on the housing shortage, yet every lender pays a price anyway....
Fund managers are moving their emerging markets desks to where the index already lives
Amundi has moved four senior emerging markets investors to Hong Kong and Singapore. With four Asian markets holding 79 per cent of the index, advisers should...
Why the outlook favours non-bank lenders | INSight #399 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on the 2026 real estate credit outlook, and why steady bank retreat continues to widen the opportunity for non-bank lenders.
Deep value in the AI shadow with Rakesh Bordia from Pzena Investment Management
Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...
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...
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.
Fixing the retirement phase will test portfolios built for accumulation
As benefit payments grow faster than contributions, retirement income reform and liquidity management are converging into an agenda, one that funds with older...
Six myths about self-managed super
A self-managed fund is more flexible and often cheaper than the alternatives, but six persistent myths, on cost, control, early access and death benefits,...
2 tools to value the National Australia Bank Ltd (ASX: NAB) share price
Trying to value the National Australia Bank Ltd. (ASX:NAB) share price? Here are 4 key metrics you need to consider.