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 demonstrate knowledge.
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...
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...
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
What’s reshaping private markets right now?
From geopolitical headwinds and zombie funds to the rise of private credit, continuation vehicles and AI. Read our latest Barometer to gain insights into the trends, challenges and opportunities shaping private markets.
Sponsored by Coller Capital
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...
Volatility is opening doors in Australian micro cap stocks
Ellerston's Jack Briggs says Australian micro cap stocks in infrastructure, industrials, and healthcare are best placed to navigate persistent inflation, with...
Private credit: the returns are real, the due diligence is everything
Craig Brooke of KeyInvest Managed Investments says private credit can be one of the most interesting places to invest, but only after you have pulled apart the...
Why fixed income and cash lose their defensive edge in FY27
Datt Capital's Emanuel Datt outlines a stagflation investment strategy for FY27, arguing that elevated inflation, rising unemployment and slowing growth reward...
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...
Why client segmentation breaks, and how to build one that lasts
Most client segmentation models fall apart within eighteen months. Four practice scenarios show why revenue-based sorting fails, how cost-to-serve pricing...
Outsource, automate or keep human: the three-way sort every advice practice needs to run
Most advice practices never deliberately decide what to outsource, automate or keep in-house. This guide sets out a working test for outsourcing for financial...
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...
Warsh wants clean signals. The bond market had other ideas.
Franklin Templeton's Richard Rauch says inflation is structurally stickier than the pre-COVID period, and the bond market appears to agree. Within hours of the...
New Australian feeder fund arrives with 190 companies already in the portfolio
Continental Funds Group has launched an Australian feeder fund giving wholesale investors access to Warburg Pincus, a growth-focused manager with a 190-company...
The evolving income conversation: INSight #491 with Jonathan Tullob from Trellia Wealth Partners
Jonathan Tullob of Trellia Wealth Partners, explains why private credit and equity can underwhelm, what the phase-out of hybrids may mean for yield strategies,...
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...
Passive flows are changing how value works in emerging markets
Orbis Investments’ Saurav Das argues that as passive capital erodes price discovery, a low valuation in emerging markets no longer guarantees a re-rating,...
What the new ‘advice’ rules mean for you
The superannuation advice reforms answer a real problem, but who benefits most is worth watching. Here is how to separate the genuine consumer protections from...
BHP and XRO shares: 2 ASX shares to watch
The BHP Group Ltd (ASX:BHP) share price has jumped 44.3% since the start of 2025. It's probably worth asking, 'is the BHP share price cheap?'