Readiness, not capability, will decide who benefits from AI in advice
Praemium acting CEO Denis Orrock argues that advice firms will gain most from artificial intelligence by first building the governance, data and operating foundations it depends on.
Yield is easy to find, the risk behind it is the harder question
Yuan Tian, Executive Director, Multi-asset Indices at S&P Dow Jones Indices (S&P DJI) says income portfolios are usually assembled by stacking the highest...
Four questions that separate one real estate credit fund from another
Real estate credit is a label rather than a strategy, and four practical questions on capital structure, security, credit assessment and disclosure help...
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Higher for longer puts value back in the conversation
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Three signals that have historically marked a floor for gold
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The Fed's hawkish pivot changes bond strategy
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What the Intergenerational Report means for long-term portfolios
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Advised investors are more than three times as likely to feel ready for retirement
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...
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...
Half the private credit funds in ASIC’s review had no written policy for default
SQM Research’s Louis Christopher says roughly half the 52 funds covered by ASIC’s private credit review lacked written policies for provisioning,...
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...
The tax system has made franked dividends worth more
The CGT reforms landing in July 2027 make franked dividends more valuable to retirees drawing income from their portfolios. ClearBridge's Reece Birtles...
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...
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...
The core of the matter with Sean Freer from S&P Dow Jones Indices
An indexed core has become the default answer in many advice practices, yet the conversation rarely moves beyond cost. Sean Freer, director, global exchange...
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...
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...
Events
Prudence by design: a governance framework for charity and not-for-profit investment
New ACNC guidance sets out how charity and not-for-profit boards should govern their investment decisions. It covers the checks to run first, investment...
A trillion dollars in a day: the tech correction arrives
A tech sell-off of more than US$1 trillion on 30 October, a Democratic midterm win and an IMF warning put the AI trade under pressure, and Australian super...
Commonwealth Bank (ASX:CBA) share price rises despite ASIC proceedings
The Commonwealth Bank of Australia (ASX:CBA) share price rose more than 2%, despite news of ASIC proceedings against the ASX bank share.