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 defensive allocations, the question is whether existing ladders and bond holdings still fit a higher-for-longer world.
In terms of Ethics, you are the problem
Ethical breaches rarely start with bad intentions. Think Caddie's David Land examines the psychology behind ethical drift, from self-deception to...
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...
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Real yields: the reset that makes bonds competitive with equities again
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The AML deadline passed. Now the real work starts
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Former Aberdeen chief to lead Franklin Templeton Asia Pacific
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July 2027 deadline: ten months to get the CGT cost base right
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Private credit added $95 billion in four years. Its boards are only just catching up
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...
FinCap brings in a treasury specialist to back its private markets liquidity promise
FinCap has appointed Akbar Shah as head of treasury and operations to underpin its private markets managed accounts platform, as competition grows to package...
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...
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...
In private markets, the hard part is now what you build
Coller Capital's private wealth series explores why private markets access is no longer the challenge, and portfolio construction is. It unpacks how...
Trend following: the diversifier that showed up when it counted
East Coast Capital Management’s Simone Haslinger says a rules-based trend-following approach delivered the diversification advisers most need in a year when...
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...
CPA Australia's case for a better start-up CGT concession
CPA Australia supports Treasury's proposed capital gains tax concession for start-up investors but warns design flaws will leave investors, employees and...
Why most inherited wealth does not survive the second generation
The research is clear: most Australian family wealth transfer fails not because of bad markets, but because of poor governance and a lack of preparation. Here...
The proof economy
Australian financial advice does not cost what it costs because of Hayne. It costs what it costs because the law asks advisers to prove a procedure rather than...
The wrong clients cause more burnout than the workload ever will
Financial adviser burnout has less to do with hours worked and more to do with who advisers agree to work for. The instinct to say yes to every prospect is...
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...
Space as infrastructure? The AI trade advisers keep getting half right
AI infrastructure investment is emerging as the more durable side of the AI trade. Franklin Templeton's Matthew Cioppa argues the real opportunity has shifted...
Private credit secondary markets | INDepth with Jack Wasserman from Pantheon
Jack Wasserman of Pantheon explains how private credit secondaries offer diversification, shorter duration, and a liquidity engine for advisers building...
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...
US payrolls turn negative denting the soft-landing narrative
A surprise fall of 23,000 in US non-farm payrolls, downward revisions of 103,000 to the prior two months and a participation rate at a half-century low have...
How to keep your SMSF off the regulator’s radar
The ATO and ASIC are sharpening their focus on SMSF trustees in 2026, from cracking down on auditor failures to pursuing illegal early access. Here is what...
Are Sonic Healthcare Ltd (ASX:SHL) shares good value in 2026?
Want to value the Sonic Healthcare Ltd (ASX:SHL) share price? Here are 6 key metrics you need to consider.