Why GP-led secondaries are now every adviser's conversation to have
The GP-led secondaries market hit a record $108 billion in 2025, with continuation vehicles leading growth. Coller Capital explains what Australian advisers need to understand about the shift.
KeyInvest unlocks alpha with a bold new platform
KeyInvest's new investment platform KIMI opens access to a battle-tested private credit strategy, with only 12 managers surviving a ruthless cull of more than...
AML obligations are coming for financial advisers on 1 July. Are you ready?
Australia AML obligations for financial advisers expand on 1 July 2026. Routine tasks like setting up an SMSF or holding account authority may now trigger...
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...
The invisible practice problem: generic positioning is killing your growth
Drew Meredith of Wattle Partners says most advice practices are invisible because they try to serve everyone. The fix is simpler than most think: find a...
FinCap builds the governance case ahead its private markets launch
FinCap strengthens credibility with independent Investment Committee appointments, highlighting rigorous investment governance and oversight for its private...
The Egyptian wheat loan that can answer a key challenge in client portfolios
Egypt was the sovereign headline, but the wheat facility shows why investors can seek comfort in analysing the guarantees, collateral, creditor status and...
Beware ‘unconscious concentration’: Rethinking diversification
Think your portfolio is diversified? Hidden concentration could tell a different story. See how looking beyond the benchmark can uncover opportunities.
The 25-year cycle: how history is pointing advisers toward small caps right now
After 26 years in small cap investing, Wellington Management's Peter Carpi has a clear message for advisers: the rotation from large caps to small caps is not...
Why the next AI trade may be built in concrete, power and land
Artificial intelligence may look like a technology story, but its next investment implications are increasingly physical. For advisers, the question is how...
Why tax alpha is the returns driver HNW advisers need to measure
Praemium and CoreData research shows tax is now a structural driver of HNW returns, but most practices still struggle to measure the value created and surface...
No delays, no exemptions: the countdown to Division 296 is on
Division 296 reshapes wealth planning, adding tax on super balances above $3 million. Advisers must act quickly to safeguard client structures before looming...
Regulatory pressure makes crisis communications a necessity
As ASIC and APRA sharpen expectations, executive leaders must prioritise cyber resilience. Beyond IT defense, wealth management firms need robust crisis...
Advice firm valuation: ten non-financial factors that drive multiples
Dr. Craig West outlines the ten non-financial levers, from owner dependence to compliance history, that sophisticated buyers use to determine an advice...
Active ETFs just got more interesting for Australian investors
The global asset manager expands its local active ETF suite to nine products, with a fixed income play and a global equity strategy now live on the ASX.
The concentration problem hiding inside the EM allocation
Genium Investment Partners' Tim Murphy says the emerging markets benchmark has drifted so far from the broader EM growth story that investors relying on it are...
Emerging markets: beyond the technology trade
Foresight Analytics' Jay Kumar says the EM narrative has narrowed to the point where investors risk confusing technology sector exposure with genuine emerging...
Dividend and GARP as satellite plays: INDepth with Jason Ye from S&P DJI and Marc Jocum from Global X
S&P’s Jason Ye and Global X’s Marc Jocum explain how blending dividend and GARP indices as satellite exposures achieves both growth and income...
Integrating private assets into modern portfolios with Christian Ryan OLY from FinCap
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...
Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...
Alternative allocations: The insiders community analyses the trade-offs in 2025
Bringing together our insiders community to share perspectives, debate strategies, and refine their approach to portfolio construction is always an...
Events
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20 JULAlternatives SymposiumASSET CLASSSanctuary Cove, QLD
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9 AUGINZ: Investment Leaders ForumBIG INVESTMENT IDEASQueenstown, New Zealand
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13 SEPINUSA Study TourBIG INVESTMENT IDEASLos Angeles and New York
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18 OCTINASIA: Investment Leaders ForumBIG INVESTMENT IDEASSingapore
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9 NOVAlternatives SymposiumASSET CLASSBlue Mountains, NSW
Syndicated loans: why floating rate credit belongs in institutional portfolios
Syndicated loans offer institutional investors a floating rate credit premium above cash with daily liquidity, senior secured capital structure position and no...
Why testamentary trusts still matter
The government has walked back the testamentary trust exclusion from its discretionary trust crackdown, the most significant Budget reversal of the year. Drew...
4 quick ways to assess the CBA share price
Trying to value the Commonwealth Bank of Australia (ASX:CBA) share price? Here are 4 key metrics you need to consider.