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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...
The concentration risk hiding in plain sight
As SpaceX joins major US indices and OpenAI and Anthropic prepare to list, a structural shift in international equity is underway. Daniel Liptak of Datt...
The wrong retention structure can cost you your best adviser, or your exit
Profit share rewards this year's performance. Phantom equity rewards the value an adviser helped build over years. Timeline decides which one fits. Pick wrong...
Syndicated loans: yield without the usual trade-offs
With interest rates still elevated and income-hungry investors looking beyond term deposits and investment-grade bonds, syndicated loans are emerging as a...
AMP brings employer and adviser engagement under one leader
AMP has merged its employer, account management and adviser teams into one new unit, hiring Richard Millington from Rest to lead AMP Super corporate super as...
How to build an advice talent pipeline when the profession is shrinking
Australia's adviser workforce has nearly halved since the Hayne Royal Commission. Demand for advice has never been stronger. The firms that actively build...
Inside the fee-rebate model that funds Third Link's charitable giving
Third Link Growth Fund says it has donated $24.8 million to Australian charities since 2008, funded by a fee-rebate structure across its underlying managers...
The succession gap most advice firms discover at exactly the wrong moment
Australia's advice industry is consolidating fast, and buyers grow more selective by the quarter. For practice owners without a succession plan, the exit...
The data centre boom is real. But you might be investing in the wrong players
Melbourne-based fund manager Emanuel Datt argues that the real winners of the ASX data centre buildout are not the owners and operators, but the contractors...
Apostle hires for US experience as its offshore partnerships deepens
Apostle Funds Management has hired Jeff Peters, former Platinum Asset Management chief, to lead its next phase. The appointment signals a broader shift in how...
Viridian combines $5.5 billion investment arms under Infinity brand
Managed accounts in Australia have surged past $292 billion. Viridian's new Infinity brand is betting it can serve every client on an adviser's books, from a...
Ten cultural risks advisers underestimate during a merger
Understanding why financial advice mergers fail almost always leads back to culture, not financials. These ten risks cover the human dimensions of mergers that...