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Half of Australia’s $250 billion private credit market runs on property
Private credit default rates look calm on paper, but the counting method understates borrower-level stress. Here is what advisers assessing private credit risk...
US earnings: the 493 are forecast to outgrow the Magnificent Seven
Sell-side consensus expects S&P 500 earnings growth of 16.6 per cent from the other 493 companies in 2027, against 4.9 per cent from the Magnificent Seven....
A 30-year institutional memory retires from the FAAA as reform workload peaks
Phil Anderson leaves the FAAA in November after three decades at the centre of financial advice reform. His successor inherits the most active policy agenda...
Evergreen infrastructure: why the redemption terms deserve a closer read than the return target
I Squared Capital launches an evergreen private infrastructure fund for Australian wholesale clients, as advisers weigh redemption caps and valuation lags...
Super cold calling ban: buying leads is about to come with a paper trail
The government's superannuation cold calling ban carries the headlines, but Kit Legal's Catherine Evans says the real risk sits in lead generation compliance...
When index inclusion changes everything except the business case
NorthStar's Claudia Kwan expects Tasmea to join the ASX 300 shortly. The promotion improves liquidity, but advisers should look past the index effect to the...
Quality, beta and the SaaS reckoning: the screens advisers should retire
ClearBridge's Reece Birtles says passive flows have broken the screens advisers rely on in Australian equities. His case for HALO stocks, a declining beta...
The ETF generation is already knocking on advisers' doors
Pearler's $16 million Series A close reveals how young investors in Australia are forming their first habits on index-heavy platforms, and what that means for...
The defensive sleeve is no longer automatic: inside the Income & Defensive Symposium
Advisers in Sydney and Melbourne worked through fixed income, private credit and real assets, and why the defensive sleeve can no longer run on autopilot.
The seven-year question few client portfolios can answer
FinCap Platform has launched a free review and education series to help advisers build a more rigorous private markets allocation, starting with the question...
Who gets your client's super when a stepchild is in the picture?
Death benefits for blended families are no longer decided by financial dependency alone. Karen Robinson of Equity Trustees explains how AFCA now weighs ongoing...
Australia's AI exposure lives outside the ASX 20
Ellerston Capital's James Barker and Jack Briggs say the companies building and adopting AI in Australia barely register in the large cap index, and advisers...
Energy: the shortfall no price rally can fix
Datt Capital's Emanuel Datt argues the world is running a structural energy deficit that a price rally will not fix. For advisers, energy investing in this...
Franklin Templeton hits record US$1.8 trillion as private markets run ahead of target
Franklin Templeton reported a record US$1.79 trillion in AUM for the June quarter. Private markets fundraising beat its full-year target early, raising the...
Medical professionals earn the most and get the least time to build wealth
NAB Private Wealth research confirms medical professional wealth management is among the most complex and rewarding specialist segments in advice, with doctors...
Quiet exits: half your satisfied clients are not loyal
ASIC data shows 89 per cent of advised clients would return, yet half are unclear on fees and most feel no real loyalty. A client experience scorecard catches...