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Challenger research demonstrates the importance of community for retirees
The Retirement Happiness Index climbed to 69.5, reflecting growing optimism among older Australians.
More retirees and rising complexity: the challenge facing advisers
KeyInvest’s Craig Brooke says structural shifts in demographics, regulation and private markets are converging, and advisers will need to respond faster than...
Finding the real winners in private markets’ biggest themes
AI, ageing and reshoring are powerful themes, but private-markets winners emerge through manager selection, execution, valuation and due diligence.
Access, alignment and edge: the evolving challenge of investing in private markets
Access is scarce, dispersion is vast and diligence is non-negotiable: in private markets, outcomes hinge on choosing the right managers. For investors, the...
Merchant Investment Management deepens Australian leadership as advice sector enters new phase
As Australia’s advice sector enters a defining new phase, Merchant Investment Management is moving to deepen its local footprint with two heavyweight...
The edge in private markets: how lower mid-market PE creates idiosyncratic alpha
For many advisers the challenge with private equity is sourcing deals that lie away from the busiest parts of the market. Perhaps the answer may lie in the...
From product-picking to portfolio construction: building managed accounts for private markets
Private markets may be moving mainstream, but for advisers the real opportunity lies in building the portfolio infrastructure, governance and liquidity...
Leadership lessons: purpose, process and people
Why do so many advice firms confuse management with leadership, and what does it take to build a business that lasts? Jim DeCarlo argues the answers start with...
The quiet giant of private markets: why secondaries are gaining ground
For advisers building private equity allocations, secondaries offer liquidity, faster deployment and a more diversified starting point.
Discipline in lending: why non-bank property finance is gaining ground
As non-bank lending grows, advisers need to look past yield and focus on risk, governance and track record.
Powering the digital economy: why core infrastructure is gaining renewed attention
'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...
Finding value when momentum runs hot
As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...
Automation, optimism and opportunity: why the next generation is bullish on advice
For a profession that has seen significant change, Angus Taylor outlines the spectrum of opportunity for entrants to the advice community.
Structure, scale, usability: Inside a property fund built for advisers
Commercial property’s real advantage is often overlooked: income secured by lease agreements that rise steadily over time. Chris Davitt explains how the...
Alternatives demand patience, discipline and perspective
Alternatives can offer diversification benefits, but advisers need to understand client liquidity constraints and longer investment horizons. Their role in...
Back to the future of income: Why property belongs in client portfolios again
The search for income has taken advisers into new territory in recent years, from private credit to complex alternatives. According to Dexus’ John Taylor, it...