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 lasting wealth is built less by clever strategy than by consistent habit.
The client isn’t in the room, but the ethics are
A financial advice practice sale is more than a commercial exercise. Without genuine cultural alignment and thorough due diligence, no earn-out or transition...
SpaceX broke every IPO record except the one that matters for index funds
Franklin Templeton says AI mega IPOs will ease S&P 500 concentration and force AI companies to show real numbers. The evidence says the diversification benefit...
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...
AMP brings employer and adviser engagement under one leader
AMP has merged its employer, account management and adviser teams into one new unit, hiring Richard Millington from Rest to lead AMP Super corporate super as...
Apostle hires for US experience as its offshore partnerships deepens
Apostle Funds Management has hired Jeff Peters, former Platinum Asset Management chief, to lead its next phase. The appointment signals a broader shift in how...
Inside the fee-rebate model that funds Third Link's charitable giving
Third Link Growth Fund says it has donated $24.8 million to Australian charities since 2008, funded by a fee-rebate structure across its underlying managers...
The data centre boom is real. But you might be investing in the wrong players
Melbourne-based fund manager Emanuel Datt argues that the real winners of the ASX data centre buildout are not the owners and operators, but the contractors...
FinCap's Helm takes shape with five private markets managers
FinCap has confirmed the first five managers behind Helm, its private markets portfolio range, giving wholesale advisers access from $100,000 with no capital...
Purchasing power is not CPI, and cash is not one currency
Advisers treat “purchasing power” as returns above CPI and “cash” as Australian dollars on deposit. Both shortcuts understate the risk retirees...
Inside the property sector where healthcare demand is doing the heavy lifting
As traditional office struggles for relevance, US medical office buildings offer advisers a cleaner story of income resilience, demographic growth and...
After the loss comes the paperwork. It doesn't have to be this hard.
North has become the first wealth platform to join the estateXchange network, offering advisers a digital solution to simplify deceased estate administration...
How to build an advice talent pipeline when the profession is shrinking
Australia's adviser workforce has nearly halved since the Hayne Royal Commission. Demand for advice has never been stronger. The firms that actively build...
The succession gap most advice firms discover at exactly the wrong moment
Australia's advice industry is consolidating fast, and buyers grow more selective by the quarter. For practice owners without a succession plan, the exit...
Franklin Templeton's mid-year case for a broader bull market
Despite war, tariffs and surging energy prices, economies and markets have held up. Franklin Templeton's mid-year outlook argues unexpected resilience is...
Strong foundations, stronger case: Clearbridge on staying invested
Despite a historic two-month rally, the US equities outlook remains positive according to ClearBridge Investments. The message to investors is clear: stay in.
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.
Investing in essential systems: INDepth with Nick Langley from ClearBridge
ClearBridge’s Nick Langley on why the efficiency paradigm that rewarded investors for 30 years is shifting, and what systems-led investing means for real...
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...
Innovation and the future of HNW advice with Denis Orrock from Praemium
Returns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap...
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...
What’s next for alternatives?
The allocation question for alternatives is settled. What institutions must now interrogate is how alternatives are held, priced, governed and redeemed, and...
When your super becomes a national asset
Australia's superannuation pool has topped $4.5 trillion, and governments want a say in where it goes. When national priorities start competing with the duty...
2 tools to value the Commonwealth Bank of Australia (ASX: CBA) share price
Trying to value the Commonwealth Bank of Australia (ASX:CBA) share price? Here are 4 key metrics you need to consider.