In Practice

Government policy continues to lag private markets when it comes to the energy transition, with Federation Asset Management’s latest deal to buy two battery assets a sign of the things to come.

Move over Salesforce; Australian wealthtech provider Practifi has announced its plans to expand further into the Australian market following extensive investment into its data-driven wealth management platform.

All fund managers like to talk about protecting capital, but at Ruffer Investment Management, it is a more embedded philosophy than most. The firm was founded by Jonathan Ruffer on the principle that “investors like making money, but they hate losing money more.” Ruffer is built to preserve capital for the long-term:  centred on “absolute-return investing with…

According to a new report from EY, How will you reframe the future of advice if today’s client is changing?, the global market for wealth advice is poised for transformation, with a blend of people and technology delivering financial advice, but technology must be targeted and explained to clients in order to be successfully introduced….

Key findings from the Australian Financial Advice Landscape Report 2022 have painted a grim picture for the financial advice industry, predicting higher client fees and dwindling adviser numbers. Without a doubt, the last few years have been tough on financial advisers. Increasing compliance burdens have gone through the roof, going back to university to sit…

“Change in the asset and wealth management industry is now accelerating at an exponential rate.” That’s the assessment of Australia’s wealth space according to a PWC report. COVID has not only triggered the move to digitisation, but it also made it ultra-competitive for financial advisers with pressures intensifying from all angles. The industry is now…

To understand where the global economy stands today, we must look to the past and most importantly back to the business cycle, explained Irene Tunkel, Chief US Equity Strategist at BCA Research. Speaking at The Inside Network’s Equities and Growth Assets Symposium last week, Tunkel highlighted the unique challenges facing every investor in the world….

Following on from the Banking Royal Commission of 2017-18, the growing popularity of boutique independent financial advisers has grown consistently, with clients seeing value in advisers that are building strong personal relationships and providing a consistent high-quality service to their clients. Boutique advisory firms typically have a niche area of expertise where they can differentiate…

Reading media headlines today, advisors and investors may have missed one of the more powerful releases, for the long-term at least. It related to another management fee reduction by a leading active global equity manager. The Fidante-backed Alphinity announced that it would lower the fees on two of its global equity funds from May. These…

The proliferation of data and information has done little to improve the outcomes of self-directed investors. With information on almost any issue and a social media system built to reinforce our own beliefs or views in many cases, making sound investment decisions has never been harder. As an experienced financial adviser, I like to think…

While watching one of the most popular TV series in recent years, Billions, which follows the story of hedge fund billionaires, you wouldn’t necessarily expect to gain business ideas or insights. Perhaps investment ideas given that the characters in the series are known for pushing the limits to generate the maximum return possible, but definitely…

The number one expectation Australians have of financial advisers in 2022 is quite straightforward, according to the Responsible Investment Association Australasia (RIAA); they must know about responsible investment. That is according to the more than one thousand people interviewed for the latest Values to Riches survey, 64 per cent of which suggested this was a…