104 articles from
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Why fixed income and cash lose their defensive edge in FY27
Datt Capital's Emanuel Datt outlines a stagflation investment strategy for FY27, arguing that elevated inflation, rising unemployment and slowing growth reward...
Can compliance culture survive when the rules never stop multiplying?
Regulation keeps growing, but a strong compliance culture does not have to crush morale or drain the people delivering advice. Here's how firms protect...
CPA Australia's case for a better start-up CGT concession
CPA Australia supports Treasury's proposed capital gains tax concession for start-up investors but warns design flaws will leave investors, employees and...
Why most inherited wealth does not survive the second generation
The research is clear: most Australian family wealth transfer fails not because of bad markets, but because of poor governance and a lack of preparation. Here...
Where jurisdictional risk becomes an energy advantage
Datt Capital's Emanuel Datt sees supply risks building and jurisdictional concerns creating a specific opportunity for investors who know where to look
When does financial advice get its own chief AI officer?
Two in three Australian organisations expect to appoint a chief AI officer by 2027. For most advice practices, that corporate curve barely applies. Here is who...
Small caps, not the banks, drove active managers' quarter gains
Small caps, not the big banks, delivered the standout returns for active Australian equity managers this quarter. Third Link's numbers show where the...
Private markets, real assets and AI: inside the Alternatives Symposium
Twelve strategies, one shared problem: how advisers bring private markets into client portfolios without losing rigour. Inside two days at the Alternatives...
The seven marks of a senior adviser that tenure alone cannot guarantee
The step from adviser to senior adviser is not simply a tenure reward. Firms make that decision deliberately, and the expectations go well beyond client...
Fixed income takes over in a $13 billion first half for Australian funds
Australian managed fund flows hit $13bn in the first half of 2026, with equities leading early before fixed income took over as conditions and investor...
AI is booming yet the supply chain is not keeping up. There lies the opportunity
AI infrastructure bottlenecks are creating structural pricing power across semiconductors, networking and optical companies. ClearBridge's Eliza Mazen argues...
Offshoring vs onshoring vs automation: what lifts practice efficiency?
Offshoring, onshoring and automation all promise relief, but each one only works with the right conditions in place. Here's how advisers can choose the lever...
Good faith disclosure does not guarantee whistleblower protection
Whistleblower protection for financial advisers is not as automatic as many assume. Disclosing misconduct to a professional body carries no statutory cover,...
Global markets can endure more shocks than feared, but not without limits
Amundi's global investment outlook for mid-2026 warns of fragile de-escalation, volatile inflation and growing concentration risks, calling for selective...
SpaceX broke every IPO record except the one that matters for index funds
Franklin Templeton says AI mega IPOs will ease S&P 500 concentration and force AI companies to show real numbers. The evidence says the diversification benefit...
Segmentation: the cure for financial adviser burnout
Adviser numbers keep falling while client books keep growing, and financial adviser burnout is the result. Segmentation isn't a retreat from care, it's the...