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Out of the blue, and keeping clients in the black
Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of...
Why a regional base is a 'superpower' for this advice firm
Despite the success of this regional advice firm, advisers like Kane Leersen aren't out to rule the world. Instead, they have an ambition to "grow by good" by...
'Intelligence, empathy and respect': Escala's Amanda Fong
Like many successful advisers, Escala's Amanda Fong has had a "strange" career path. But the Melbourne-based founding partner at Escala Partners has thrived by...
Super funds push 'vulnerable' bank stocks into stratosphere, elevating risk levels
The super funds' collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective...
Defusing the behaviour bomb that blows up client contentment: Jonathan Blau
Dramatic market events aren't the problem for client portfolios, but the way clients react to them can be. Once New York adviser Jonathan Blau started shaping...
Expectations tempered as analysts forecast a choppy and volatile market in 2025
In what could be a harbinger for the coming year, the S&P/ASX 200 index has been on a roller coaster ride since the market opened on January 3. What's making...
ClearBridge Global Value Improvers Fund
The Why? What is the fund’s value proposition and purpose? The ClearBridge Global Value Improvers Fund focuses on global companies that the Portfolio...
Building a 'formidable' advice business the real test for this former cricket star
Patience, discipline and leadership are all fine qualities for a test cricketer. Now a financial adviser at Viola Private Wealth, Peter Nevill doesn't like to...
Borderless world still needs advice moored in jurisdictional expertise
Despite the high levels of demand, there are still very few providers that cater specifically to expats. It's a problem Edward Cole identified early on, and...
What's in a name? Ask advisers, as they ponder an upgrade
The evolving nature of advisers’ client bases, and the work they do for different parts of those, is leading to title creep. But there is little in the way...
Amie Baker: From furniture fabric to a financial advice career
It was a long and circuitous route to financial planning for the busy mother, but after seeing the harm financial distress could cause, Amie Baker was...
'Deep in the trenches' with clients: Adviser Rebecca Pritchard
With two kids under five and a passion for personal finance, Melbourne adviser Rebecca Pritchard is well placed to help other young women and their families...
CFD market 'active' again after ASIC crackdown
Contracts for difference are sophisticated investment tools that can magnify both gains and losses, which is why the regulator
Navigating minefields and the lobster pot to unlock UK pensions: Sara Lucas
Dealing with the complexity of her own UK pension led the adviser to specialising in helping clients to do the same. Since then, she's become an expert in a...
Yarra Capital's Dion Hershan on the value of humility and conviction
"Some kids read cartoons," the equities manager recalls, "and some read the sports section, but I used to read the stock market tables and try to figure out...
Plugging the advice gap with new-to-market innovation: Leesa Swain
After witnessing the horror of the GFC, a young Leesa Swain decided to help mitigate the 'ripple effect' of bad financial management and start a journey in...