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FinCap's Helm takes shape with five private markets managers
FinCap has confirmed the first five managers behind Helm, its private markets portfolio range, giving wholesale advisers access from $100,000 with no capital...
Australia's AI infrastructure boom is creating small-cap opportunities
Ellerston Capital's micro cap fund returned 27.8 per cent over the year to May 2026, comfortably beating its benchmark by 16.6 per cent, as AI infrastructure...
Revenue went up, margins didn't. Sound familiar?
Financial advice profit margins tell a more complicated story than revenue alone. Here are the five decisions quietly building them, and the five that are just...
Earnings, not fear, should drive the outlook
The S&P 500 has gone nowhere for six weeks, but the ClearBridge recession dashboard remains green. Jeffrey Schulze makes the case that a stalled index after a...
Seven steps to break through the operational ceiling that stops advice firms from growing
Scaling a financial planning practice demands more than winning new clients. It demands an operational foundation strong enough to absorb growth without...
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...