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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...
Defensive portfolios just got a wake-up call on rates
Australian bond yields repriced sharply across every tenor in a single week, with traders switching from pricing cuts to pricing hikes. For advisers managing...
Retirement income: Australia taught a generation to save, not to spend
More than 250,000 Australians retire each year with no training in turning a balance into retirement income. Challenger's new Institute for Lifetime Income is...
The AML deadline passed. Now the real work starts
Kit Legal's Catherine Evans says too many advice, accounting and law firms have treated AUSTRAC's supportive language as permission to wait, and that the...