What paraplanners want: How advisers can work better, ditch the double-ups and make staff smile

It’s not a corner office or a fatter pay packet at the top of paraplanners’ collective wish list, but something that is much more beneficial to financial advice practices and the clients they serve.

Tahn Sharpe | 30th Nov 2023 | More
Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure

In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance match up. Which one leads, and which one lags?

Mishan Dahia | 30th Nov 2023 | More
Credit to sail through cycles: The case for investment-grade debt

As we approach the bottom of the current cycle, fixed income is back to playing its traditional defensive role, says Yarra Capital Management’s Roy Keenan. To get equity-like returns without exposure to defaults, investment-grade credit should do the trick.

Lisa Uhlman | 30th Nov 2023 | More
News
Code of Ethics important, but it won’t supplant the Safe Harbour Steps

The government’s position on what to do with the Safe Harbour Steps is no longer clear, but the chances of seeing it supplanted by the existing Code of Ethics are slim according to the FAAA’s policy chief Phil Anderson.

Tahn Sharpe | 23rd Nov 2023 | More
Blood, booms and ‘barefoot millionaires’: The Anthony Menico story

You can’t judge a book by its cover in the far north of Australia, says adviser Anthony Menico. Sometimes it’s the most unassuming clients that have the most complex financial advice needs.

James Dunn | 20th Nov 2023 | More
Advice reform stalls as Jones dithers on SOA, safe harbour changes

Even with a lightened agenda, the government failed to finish its homework and instead delivered only a portion of the first tranche of advice reforms. It’s a poor return, and at this rate the advice review could be a ten-year project.

Tahn Sharpe | 16th Nov 2023 | More
Markets
Opportunity next: Capturing the great generational wealth transfer

Given the opportunity set in front of advisers during the next transfer of generational wealth, now may be the time to reassess the role of responsible investing and the importance of being an ethical steward for capital.

Australian Ethical | 27th Nov 2023 | More
External validation key to credit quality of corporate loans: Epsilon

For non-bank corporate lenders that don’t have the regulatory oversight that banks do, using third party validation for loan books is essential according to Epsilon Direct Lending’s Joe Millward.

Tahn Sharpe | 23rd Nov 2023 | More
As correlation norms turn, liquid alternatives come to the fore

Bonds and equities are suddenly firm friends, but this is far from the first time they’ve positively correlated. And it’s not the only reason liquid alternative investments are being brought into focus as a non-correlated diversifier, managers believe.

Tahn Sharpe | 16th Nov 2023 | More
Funding the energy transition is all about the up-front spend. Then what?

The net-zero transition will bring about an economic transformation, with massive up-front investment leading to near-zero energy costs in the near future, ClearBridge Investments’ Nick Langley told industry leaders at The Inside Network’s ESG Retreat. But big challenges remain, with no easy answers.

Lisa Uhlman | 16th Nov 2023 | More
IN Discussion
INBrief with Glen Foster from Atrium Investment Management

Glen Foster from Astrium Investment Management speaks to James Dunn at The Inside Network’s Alternatives Symposium in Sydney.

The Inside Adviser | 30th Nov 2023 | WatchPause
INBrief with Edward Cole from Man GLG

Edward Cole from Man GLG speaks to James Dunn at The Inside Network’s Alternatives Symposium in Sydney.

The Inside Adviser | 30th Nov 2023 | WatchPause
INBrief with Neil Brown from Federation Asset Management

Neil Brown from Federation Asset Management speaks to James Dunn at The Inside Network’s Alternatives Symposium in Sydney.

The Inside Adviser | 30th Nov 2023 | WatchPause
INBrief with Roy Keenan from Yarra Capital Management

Roy Keenan from Yarra Capital Management speaks to James Dunn at The Inside Network’s Alternatives Symposium in Sydney.

The Inside Adviser | 30th Nov 2023 | WatchPause
Podcasts
BITS # 5: Advicetech attraction with Pete Worn from Finura Group
The Inside Adviser | 11th Oct 2023
BITS# 4: Advice pricing paradigms with Rob Jones from Peloton Partners
The Inside Adviser | 11th Oct 2023
BITS #3: Super fund benchmarking with Ian Fryer from Chant West
The Inside Adviser | 11th Oct 2023
BITS #2: Investment dynamism with Paul Saliba from SQM Research
The Inside Adviser | 11th Oct 2023
BITS #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
Hobbled by hubris, industry funds in danger of failing their members

The meteoric rise of industry funds has earned them a rightful place at the top of the superannuation food chain. But their standing is not a given, and the failures are starting to mount.

Tahn Sharpe | 9th Nov 2023 | More
More spending guidance during ‘Glory Years’ required: Wattle Partners

Retirement’s approach requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around three distinct periods of retired life, the financial advice firm’s founders said.

Lisa Uhlman | 2nd Nov 2023 | More
In Practice
Start counting the ways AI can help an advice business grow

The potential for artificial intelligence to aid the delivery of financial advice is being recognised globally, and should lead to a “redefinition” of the sector according to commentators.

Tahn Sharpe | 23rd Nov 2023 | More
Dig for lithium exposure beyond the ASX: PrimaryMarkets

As the world turns towards critical minerals like lithium to power electric vehicles, alternative access to investment in these sectors will become crucial pieces of the supply chain puzzle.

Tahn Sharpe | 6th Nov 2023 | More
Authors
163 Articles
Tahn is managing editor across The Inside Network's three publications.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
67 Articles
Lisa is editor of The Inside Investor and has extensive experience covering legal and financial services news.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
73 Articles
Nicki is an experienced journalist writing across The Inside Investor and The Inside Adviser.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
700 Articles
Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum