Financial advice is dead. Long live financial advice.
Self-directed investors now build their own ETF portfolios, and new research questions how much timing mistakes cost. Financial advice needs a proposition beyond keeping clients invested, one built around what the money is for.
Fuel costs reach the farm gate long before the CPI
Larapinta Private’s Troy Armstrong says higher diesel costs reach farm budgets well before the CPI. He also explains why he prefers floating-rate income...
Why the last two years are the wrong guide for client portfolios
Genium Investment Partners’ Tim Murphy says only about one active manager in four beat its index last year because the index itself has narrowed to a handful...
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Half the private credit funds in ASIC’s review had no written policy for default
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Data centres are rewriting Australia's electricity demand curve
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The ‘air pocket’ in small caps and the stocks set to close it
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The tax system has made franked dividends worth more
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The long end is paying again, and not for the usual reason
How secondaries are unlocking evergreen fund liquidity
Duration is the engine of private market returns, but for open-ended evergreen funds, it can create a structural liquidity problem. Secondaries compress that duration, turning the promise of liquidity into more predictable tools for recycling and compounding.
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Introducing The Inside Network Journal
Introducing The Inside Network Journal. A high-quality print journal designed to bring together investment thinking in one place, drawing on the people and conversations shaping the future of portfolio construction.
Sponsored by The Inside Network
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...
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?
Why lasting wealth is a habit, not a strategy
Catherine Ye trained to be an accountant before advice found her. More than a decade on, she runs Bluepond Financial Planning on a simple conviction: that...
Member-elected board keeps FAAA “close to the advisers”
Natallia Smith and Pedro Marin Ramirez join the FAAA board and Deborah Kent returns, giving advisers three practice-experienced voices on a member-led board,...
Integro’s buy and build strategy reaches Queensland
Managing partner Justin Gilmour sees growing demand in Queensland from high-net-worth individuals, business owners and families, with acquisitions across three...
The ASX 200’s concentration is closer to normal than it looks
Sean Freer, Director, Global Exchange Indices at S&P Dow Jones Indices (S&P DJI) says the top 10 names in the S&P/ASX 200 sit only marginally above their...
The RBA is tightening into a slowdown. Roy Keenan is locking in the yield
Yarra Capital Management’s veteran fixed income manager thinks the market has overshot on rate hikes, and is positioning for the moment the RBA has to...
Three ways rising rates reach the share market
Ellerston's Jack Briggs explains why rate-driven small cap exposure deserves closer scrutiny, using Wagners to show how infrastructure spending and new growth...
Super wrap accounts offer a compelling alternative between pooled funds and SMSFs
HLB Mann Judd Sydney’s Lindzi Caputo says an individual super wrap account can give clients more control over their super without the trustee...
CPA Australia wants every trust rule on the table before the EET election
CPA Australia’s Jenny Wong urges the Senate to make discretionary trust reforms complete and workable before families choose, citing 12 unreleased...
How Australia built super, told by the journalist who watched it grow
The late Greg Bright’s Our Money in Their Hands, launched in Sydney last week, telling the story of how Australian superannuation came of age, and Sheridan...
The new research portal bringing fund ratings and portfolio reporting together
Genium Investment Partners has launched GeniumIQ, a research portal for advisers and licensees, with co-CEO and head of research Tim Murphy saying it makes the...
AHRC rallies 26 organisations against financial abuse of older Australians
The AHRC has united 26 organisations against financial elder abuse, with the FAAA’s Phil Anderson saying advisers hold a unique position to detect warning...
What the trade data says about BRICS+ ambitions
Kim Catechis, senior investment strategist at the Franklin Templeton Institute, argues that BRICS+ has become more representative and less able to act together...
Reporting season favoured delivery over promise
Datt Capital's Emanuel Datt says reporting season split the market into companies funding their own growth and those still asking shareholders to fund an...
Concentration in the S&P 500 is an outcome, not a design choice
S&P Dow Jones Indices’ Amit Pathak says the index’s top 10 weight has more than doubled in a decade because US earnings concentrated first, and that the...
Strategy access over structure debate | INSight #504 with Alex Edwards from Centennial
Centennial’s Alex Edwards says listed versus unlisted turns on strategy access, and infill metro industrial strategies are probably unavailable through...
When the fallen angels fly higher with Syed Zamil from Insight Investment
When a bond is cut from investment grade to high yield, many index-constrained investors have little choice but to sell, and that forced selling tends to push...
What wealthy families value with Denis Orrock and Grant Patterson
For Australia’s wealthy, strong returns are expected, but they are rarely the reason an advice relationship lasts. Drawing on Praemium’s inaugural...
From Future Proof to Wall Street, advisers get a preview of the next era of advice
Across California and New York, the INUSA Study Tour takes Australian advisers through AI, private credit and infrastructure, with one conclusion: clients keep...
Private credit research: macro conditions, sector stress, and the governance response
Trusler Consulting and Academy’s latest research tracks record redemption requests, widening secondaries discounts and rising mortgage arrears. It finds...
Why good financial advice has never been harder to get
Adviser numbers are down almost half since 2018, leaving a missing middle of millions without affordable financial advice. A J.P. Morgan report sets out the...
ANZ (ASX:ANZ) share price in focus as profit jumps 31% to $7.6 billion
The ANZ Group Holdings Ltd (ASX:ANZ) share price is under the microscope after reporting its FY26 result with big profit growth.