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 it entirely on her own terms.
Fixed income takes over in a $13 billion first half for Australian funds
Australian managed fund flows hit $13bn in the first half of 2026, with equities leading early before fixed income took over as conditions and investor...
AI is booming yet the supply chain is not keeping up. There lies the opportunity
AI infrastructure bottlenecks are creating structural pricing power across semiconductors, networking and optical companies. ClearBridge's Eliza Mazen argues...
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Offshoring vs onshoring vs automation: what lifts practice efficiency?
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The biggest growth lever in wealth management isn’t an investment
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Good faith disclosure does not guarantee whistleblower protection
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Global markets can endure more shocks than feared, but not without limits
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Why lasting wealth is a habit, not a strategy
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...
The concentration risk hiding in plain sight
As SpaceX joins major US indices and OpenAI and Anthropic prepare to list, a structural shift in international equity is underway. Daniel Liptak of Datt...
Syndicated loans deserve a place in your fixed income allocation
With interest rates still elevated and income-hungry investors looking beyond term deposits and investment-grade bonds, syndicated loans are emerging as a...
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...
Military precision, human judgement and AI at scale
How Dexter Koh is bringing the discipline of military planning to an integrated model of advice, education and continuous wealth intelligence.
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...
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...
Segmentation: the cure for financial adviser burnout
Adviser numbers keep falling while client books keep growing, and financial adviser burnout is the result. Segmentation isn't a retreat from care, it's the...
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...
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.
Core, satellite and sequencing risk | INSight #489 with Andrew Wielandt from DP Wealth Advisory
In a volatile environment, clients want predictable income more than excitement. Andrew Wielandt of DP Wealth Advisory, breaks down the core and satellite...
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...
Hedge fund outlook provides H2 investing hints
Eight macro themes are reshaping hedge fund strategy for H2 2026, with alpha replacing beta as the primary driver. From AI monetisation scrutiny to merger...
What happens to your passwords, photos and points when you die?
Most Australians have never told anyone what should happen to their accounts when they die. Digital estate planning covers everything from photo libraries and...
A quick way to value the JBH share price
Want to value the JB Hi-Fi Ltd (ASX:JBH) share price? Here are 6 key metrics you need to consider.