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'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...
Brigid Asquith-Hunt and the language of legacy in financial advice
Making a connection is at the heart of any financial adviser's value proposition, the consultant says. But to do that, the right language must be leveraged to...
Funds management marketing set to change with new wave of generative AI tech
The task of standing out in a crowded market place is not getting easier for product providers. Generative AI may hold the key, Michael Kollo says.
Iron-ore prices push higher, bolstering Australian miners
The S&P/ASX 200 Index rose by 0.5 per cent, driven by the increase in iron ore price. This surge propelled Rio Tinto up by 1.7 per cent, while Fortescue...
Private equity players breach the final frontier: Space investment
The "NewSpace" field has opened up in the wake of government entities pulling back their spaceflight programs across the world, which has given rise to a whole...
A shotgun ride with Dad put this adviser in pole position
"We’re all humans trying to make a fist of it," says Muirfield Financial Services adviser Matt Torney. "And sure, finances matter, but people and...
The four 'D's of opportunity in healthcare investment
Melbourne-based specialist investment firm Horizon 3 is backing its knowledge in what is a very broad sector, but one that offers investors the chance to...
The three buckets behind Perennial's private growth capital push
Money managers are rising to meet the capital demands of companies wanting to stay private for longer. These days, though, they're doing it with a strategic...
Full circle tree-change brings Mark Folpp's adviser journey back home
It was a long and winding road that took Mark Folpp from accounting to broking, funds management and ultimately financial advice. He still gets to channel his...
Forget recession: Japan didn't get the memo
Far from entering a recession, the Japanese stock market is off on a tear. For investors looking to belatedly enter the market, however, pocket of opportunity...
What economic data actually means, and what really matters to investors
Historical information may have limited value, but its ability to assist investment managers in identifying trends cannot be understated. Of course,...
7-Up for Aussie market
The Australian sharemarket climbed for a seventh consecutive session on Tuesday, its longest winning streak since June, led by sharp gains across growth...