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Model portfolios fuel ETF growth spike in US adviser channels

ETF usage is growing exponentially in the US, aided in no small part by increased adoption by Registered Investment Advisors who are all-in on the model portfolio phenomena.

Tahn Sharpe | 1st Jul 2024 | More
The three reasons high net worth investors don’t seek advice

People stepping up from the $1m-$2.5m bracket to the $2.5m-$5m bracket are the most likely HNW investor to be unadvised, data shows, with a greater allocation to direct shares and property.

Staff Writer | 21st Sep 2023 | More
  • High demand for cybersecurity rolls out new investment opportunities

    After a string of high-profile incidents, the sale of Australia’s largest listed cybersecurity company, Tesserent (ASX:TNT) to French multinational Thales is a reminder of the value in carefully selected small cap stocks.

    Emmanuel Datt | 26th Jun 2023 | More
    Is Appen shaping up as a local stock alternative to AI wunderkind NVIDIA?

    The meteoric rise of Nvidia (NVDA) parallels generative AI’s own stratospheric journey. Dataset provider Appen provides an interesting local proxy stock, alongside a new wave of AI-themed ETFs.

    James Dunn | 5th Jun 2023 | More
  • Long term demand for lithium can only go one way: Analysts

    For the world to meet climate targets, the supply of battery-grade lithium will have to ramp up greatly, prompting expectations that the price will keep rising for years to come. And Australian companies with proven lithium deposits could do well as M&A in the sector stays hot, analysts say.

    Nicki Bourlioufas | 1st Jun 2023 | More
    Why the active opportunity set is ‘richer than it has been in years’ (and what to do about it)

    Active management might be back in a big way but asset managers need to make sure they’re getting what they pay for: skill, not luck. Figuring out manager style and factor biases is key.

    Lachlan Maddock | 22nd May 2023 | More
    Less millionaires, more money as $5M to $10M investible asset cohort grows

    Recent research reveals high-net-worth investors have reduced in number this year while accumulating more investable assets, with this cohort taking a “more subdued outlook” for the coming year. Investors’ asset class preference is also evolving to favour defensive investments.

    Lisa Uhlman | 8th Dec 2022 | More
    Twelve Ukraine-driven disruptions that are set to change the world

    The Russia-Ukraine war has seemingly moved from the headlines in most of the developed world, with most attention now being paid to the challenge of a jump in the cost of living and the impact of higher interest rates on repayments and property prices.

    Drew Meredith | 9th Jun 2022 | More
    Analysts tip May rate rise as inflation soars to 21 year high

    Several economists are now expecting the central bank will raise interest rates next week given a jump in inflation to a 21-year high of 5.1%, which would be the first rise in interest rates during an election campaign since November 2007, and coming ahead of several forecast rate rises in the second half of 2022. …

    Nicki Bourlioufas | 28th Apr 2022 | More
  • Akambo bulks up via merger with First Financial

    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…

    Ishan Dan | 11th Apr 2022 | More
    Early-stage VC fund OurCrowd rated by Evergreen

    Evergreen Ratings has given the OurCrowd 50 Fund a “Commended” rating, highlighting the fund’s strong team of venture capital specialists. Evergreen Ratings is a subsidiary of Evergreen Consultants, and is a leading research house specialising in the analysis of higher-risk specialist wholesale funds. Heading up the OurCrowd team is successful venture capitalist Jonathan Medved, who…

    Ishan Dan | 17th Mar 2022 | More
    Is India the beneficiary from Russia-China concerns?

    Since Covid-19, Australia’s relationship with China has all but soured, with trade relations between the two countries grinding to a halt, except for iron ore. And yes, a sad state of affairs indeed. Many Australian companies with business operations in or exporting to China were hit hard. But as the old adage goes, “as one…

    Ishan Dan | 17th Mar 2022 | More
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