104 articles from
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The profit test: what 12 years of global earnings reveal about equity value
Capital Group's Value Watch study challenges how advisers think about global equity valuations, finding the world's 1,600 largest listed companies earned back...
Franklin Templeton's mid-year case for a broader bull market
Despite war, tariffs and surging energy prices, economies and markets have held up. Franklin Templeton's mid-year outlook argues unexpected resilience is...
Ownership structures in advice firms: four scenarios for what works as firms scale
Financial planning ownership structure is one of the most consequential decisions a growing advice practice will face. These four scenarios show what gets it...
As the Australian private credit market nears $235 billion, the education gap becomes the real story
Australia's private credit market has hit $235 billion in AUM, but investor understanding has not kept pace. Zagga's Alan Greenstein argues the industry must...
The quiet attrition: how adviser burnout drains practices before anyone notices
Seventy-three per cent of Australian advisers are experiencing financial adviser burnout. For firm principals, this is more than a wellbeing issue. It shows up...
Third Link retains Zenith rating as fee-rebate model faces scrutiny
The Third Link Growth Fund has again earned Zenith's 'Recommended' rating, backing a fund that combines a 9.09% net annual return since inception with more...
Marketing for financial advisers: what works in a post-commission world
Financial adviser client acquisition has shifted since the Royal Commission. Trust has recovered, the referral model has evolved, and practices combining a...
Strong foundations, stronger case: Clearbridge on staying invested
Despite a historic two-month rally, the US equities outlook remains positive according to ClearBridge Investments. The message to investors is clear: stay in.
The private markets gap is closing, FinCap is leading the way
FinCap has launched a managed account platform making private markets for financial advisers and their wholesale clients a real possibility, with...
The Fed has a new chair. Here is what that means for portfolios
Kevin Warsh's first press conference as Federal Reserve chair signals a hawkish Federal Reserve forward guidance shift. Franklin Templeton's Sonal Desai...
Adviser equity done right: a practical checklist for principals
A financial advisor equity partnership can lock in talent and fund succession, or it can create costly conflict. This checklist helps principals get the...
Why the loudest AI trade might not be the best one
While US mega-cap IPOs attract retail capital at stretched valuations, Datt Capital's Emanuel Datt argues the real AI opportunity lies in Australian small-caps...
Are you running your practice, or is it running you?
The phone rings, the strategy waits, and another week disappears. For Australian adviser-owners, working on the business vs. in the business is the defining...
Stagflation is back. Here is what that means for fixed income
Franklin Templeton's Fixed Income team sees a more stagflationary world taking shape. Growth is diverging, inflation is proving stubborn and central banks have...
Addressing leadership challenges in financial advice firms as teams grow
The skills that build a successful financial advice practice are not the ones that scale it. Most principals discover leadership challenges at the worst...
Gold, the Australian dollar and why Amundi is hedging its optimism
Europe's largest asset manager sees reasonable global growth but warns that markets are dismissing risks they should not be ignoring. Here is where Amundi is...