Advisers shift out of one-man shops as more ‘Micro-AFSLs’ close doors in 2024

After the Hayne Royal Commission many advisers decided to steer away from large dealer groups in favour of becoming self-licensed. In the last six months, however, that trend has taken an abrupt turn.

Tahn Sharpe | 24th Apr 2024 | More
FSC bulks up its financial adviser representation stocks

While known for being the flagbearer for financial product providers, the Financial Services Council is now making serious inroads into the financial advice sector.

Tahn Sharpe | 24th Apr 2024 | More
What to do about the ‘concentration conundrum’: Pzena

Owning the largest stocks has historically been a recipe for underperformance over every period, according to value house Pzena, but the madness of benchmark construction means some investors have few choices but to.

Staff Writer | 24th Apr 2024 | More
News
Trailblazing deep tech investors dig into fourth NZ fund

The NZ science and technology investors are onto their fourth fund, which is shaping up as their biggest yet. Savvy investment and active ownership have been key ingredients so far, along with support from the NZ government.

Tahn Sharpe | 15th Apr 2024 | More
ASIC sounds major warning on ‘licensee for hire’ firms

ASIC made no secret of its assertion that Lanterne operated purely as a “licensee for hire”, which is an ominous reminder for licensees operating with thin risk and compliance standards that the regulator is watching.

Staff Writer | 15th Apr 2024 | More
A shotgun ride with Dad put this adviser in pole position

“We’re all humans trying to make a fist of it,” says Muirfield Financial Services adviser Matt Torney. “And sure, finances matter, but people and relationships matter more.”

James Dunn | 4th Apr 2024 | More
Markets
Can banks… be good? Why ethical investors don’t automatically shun the big financials

The banks may not be perfect, but their collective role in facilitating a developed ecosystem, combined with the leverage they have through lending and capital allocation, means they often fall within Australian Ethical’s “investible universe”.

Staff Writer | 18th Apr 2024 | More
The answer to the Magnificent Seven’s ‘really difficult investment problem’

A huge benefit has already been realised in the price of the Magnificent Seven and it might be time to take some risk off the table instead of speculating on future fundamentals, according to Lazard.

Staff Writer | 18th Apr 2024 | More
Supply comes into housing market as new property dichotomy emerges

All major cities had an increase in national property listings during the month of February, but when you pan out and look at the YoY figure, some eye-popping trends emerge.

Staff Writer | 18th Apr 2024 | More
Time to look ‘off the beaten path’ for growth: Franklin Templeton

The incredible performance of the Magnificent Seven mean investors aren’t always seeing the technological growth that’s driving industries like professional services, construction and medicine.

Staff Writer | 15th Apr 2024 | More
Equities & Growth Assets Symposium 2024: INBrief with Scott Bennett from Invesco

Scott Bennett from Invesco speaks to Tahn Sharpe at The Inside Network’s Equities & Growth Assets Symposium in Sydney.

The Inside Adviser | 24th Apr 2024 | Watch Pause
Equities & Growth Assets Symposium 2024: INBrief with James Maydew from Macquarie Asset Management

James Maydew from Macquarie Asset Management speaks to Tahn Sharpe at The Inside Network’s Equities & Growth Assets Symposium in Sydney.

The Inside Adviser | 24th Apr 2024 | Watch Pause
Equities & Growth Assets Symposium 2024: INBrief with Patrick McKeegan from Franklin Templeton

Patrick McKeegan from Franklin Templeton speaks to Tahn Sharpe at The Inside Network’s Equities & Growth Assets Symposium in Sydney.

The Inside Adviser | 24th Apr 2024 | Watch Pause
INSight #347 with Roy Keenan from Yarra Capital Management

Roy Keenan from Yarra Capital Management shares insights with James Dunn from The Inside Network on portfolio construction in fixed income.

The Inside Adviser | 24th Apr 2024 | Watch Pause
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
The Inside Adviser | 8th Jan 2024
BIT #5: Advicetech attraction with Pete Worn from Finura Group
The Inside Adviser | 11th Oct 2023
BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
The Inside Adviser | 11th Oct 2023
BIT #3: Super fund benchmarking with Ian Fryer from Chant West
The Inside Adviser | 11th Oct 2023
BIT #2: Investment dynamism with Paul Saliba from SQM Research
The Inside Adviser | 11th Oct 2023
BIT #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
Funds management marketing set to change with new wave of generative AI tech

The task of standing out in a crowded market place is not getting easier for product providers. Generative AI may hold the key, Michael Kollo says.

James Dunn | 22nd Apr 2024 | More
Both human and digital advice constrained by the same price-to-value dilemma

The good news? Millions of unadvised Australians see the value in financial advice. The bad news is that the vast majority remain reluctant to attach market rates to that value, even if the advice is digital. But all that has the potential to change.

Tahn Sharpe | 7th Mar 2024 | More
Authors
207 Articles
Tahn is managing editor across The Inside Network's three publications.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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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
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Nicki is an experienced journalist writing across The Inside Investor and The Inside Adviser.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
707 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