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Praemium CEO open for consolidation talks with an aim on growing scale
Anthony Wamsteker reflects on the tie-up with rival platform Powerwrap, the rebuff of Netwealth, and Praemium's plan to achieve double digit market share.
What non-bank lenders must consider before issuing a private loan
Australian non-bank lenders are making incursions against the big banks, but have many considerations during the loan decision making process to ensure proper...
Dunbar's number and the advice client quantum query
With the mass exodus of advisers reaching its nadir, advisers are taking on more and more clients. Dunbar's theory shows just how unsustainable this is.
Rent roll fund hunts down defensive income yield for investors
The new fund, a tie-up between Murray Darling Capital and Trilogy Funds, is buying up rent rolls across the country and has its sights set on a 10 per cent...
Senior secured loans offer investors an opportunity to capitalise on rising rates
Debt assets may be de jour, but the income they produce is fraught with peril if it doesn't include the kind of diversity senior secured loans provide.
Infrastructure assets gaining popularity as investors look to hedge inflation
Infrastructure assets have been gaining investor interest due to their inflation hedging properties in recent times.
Australia readies for the Tokenization wave
The race to tokenize is on, with Australia joining Switzerland, the US and Japan in embracing the technology.
Higher costs and rising rates trigger a strategy shift in private debt
Alceon is mindful of challenging conditions and rising costs for purveyors of private debt, but has a confident outlook with positive signs starting to show.
Financial advisers call for integrated technology solution as platform satisfaction wanes
Advisers are spending more on technology and using more platforms than ever, but satisfaction levels are on the wane according to Investment Trends.
Research shows enormous potential exists for advisers to capture emerging affluents
For wealth businesses to thrive the emerging affluent cohort is a savvy way to future-proof healthy client books. But building trust is a key component to...
The ongoing resilience of Australian private debt
Pete Robinson presents the case for Australian private debt using a supermarket chain case study.
Challenges and opportunities exist for long term 'quality' investors
A recession is looking more than likely with the global equities market deteriorating and valuations coming under pressure, says Bell Asset Management.
US economic conditions go from bad to worse
BCA Research paints a bleak picture of the US economy after conditions deteriorate.
'Growing backlog of work' overwhelming advisers: Diverger
CEO Nathan Jacobsen discusses the challenges confronting financial advisers in what has been a difficult year for the industry.
Fixed income bond indices prove problematic when assessing performance
Atchison Consultants' Kevin Toohey on why bond benchmarks only cover a slice of a diverse universe.
FPA seeks urgent extension of ASIC levy freeze
The association is calling for an immediate continuation of ASIC's industry levy relief and a fairer approach to costs for planners.