Why GP-led secondaries are now every adviser's conversation to have
The GP-led secondaries market hit a record $108 billion in 2025, with continuation vehicles leading growth. Coller Capital explains what Australian advisers...
KeyInvest unlocks alpha with a bold new platform
KeyInvest's new investment platform KIMI opens access to a battle-tested private credit strategy, with only 12 managers surviving a ruthless cull of more than...
AML obligations are coming for financial advisers on 1 July. Are you ready?
Australia AML obligations for financial advisers expand on 1 July 2026. Routine tasks like setting up an SMSF or holding account authority may now trigger...
Client communication for financial advisers: Where trust is won or lost
Trust is what all advisers seek, but without effective communication, it's very difficult to attain.
Advice firm valuation: ten non-financial factors that drive multiples
Dr. Craig West outlines the ten non-financial levers, from owner dependence to compliance history, that sophisticated buyers use to determine an advice...
Active ETFs just got more interesting for Australian investors
The global asset manager expands its local active ETF suite to nine products, with a fixed income play and a global equity strategy now live on the ASX.
The referral strategies Australian advisers are actually using to scale
Most advice practices leave money on the table by relying on luck. High performers build structured referral relationships with professional partners, using...
The AI scorecard Australia did not know it needed
A landmark independent assessment of Australia's AI capabilities finds the country holds significant untapped potential. The findings matter well beyond policy...
Small caps are back. Here is what active managers are buying
After a rough March, Australian small caps stage a solid rebound. The managers running money inside the Third Link Growth Fund say the opportunity is real, but...
Advice firm culture: Why it matters and how advisers can measure it
Advice firm culture shapes everything from staff retention to client outcomes. Here is how financial advice practices can measure it, improve it and turn it...
Emerging markets surge, what's fueling the new highs?
Emerging markets resilience is earnings-driven, according to Amundi. Debora Delbo highlights uneven country impacts, with Korea and Taiwan leading on...
Advice firm governance: how growth changes risk and responsibility
Effective AFSL governance must scale alongside your advice practice. As headcount and regulatory complexity rise, relying on informal oversight creates...
SpaceX, OpenAI, Anthropic: the IPO wave that could shake up your portfolio
As the US IPO market reopens, a wave of mega-cap private companies preparing to list could significantly reprice growth equities, creating major portfolio...
No delays, no exemptions: the countdown to Division 296 is on
Division 296 reshapes wealth planning, adding tax on super balances above $3 million. Advisers must act quickly to safeguard client structures before looming...
ClearBridge: the best opportunities right now are outside the US
Jeff Schulze says the US equity recovery is real, but the stronger earnings revisions and more attractive valuations right now are sitting outside American...
The interest rate question advisers should be asking right now
RBA’s prolonged high-rate cycle, not single hikes, drives portfolio strategy; Datt urges focus on duration, quality earnings, capital preservation, and...