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Brilliant Investment Thinking by Advisers for Advisers.
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68 articles from

Lisa Uhlman

Lisa is contributor of The Inside Adviser and has extensive experience covering legal and financial services news.

AMP firms fined $24 million for charging dead clients' super accounts

Four AMP Group businesses deducted insurance premiums and advice fees from superannuation customers despite knowing they had died, a judge ruled, with two of...

Budget delivers cost-of-living relief and surplus, but super tax provisions draw industry ire

The federal government plans to use part of the $4.2 billion projected budget surplus to provide cost-of-living relief for Australian households and small...

DDO deficiencies 'across the board' for product issuers: ASIC

The regulator has issued 26 stop orders against 18 companies for failing to adequately target financial products to the appropriate market since the "design...

Kudos and credit: Thinktank ready to weather the next storm

After cutting its teeth as a commercial property lender during the GFC, Thinktank - thanks to strong strategic relationships and conservative credit policies -...

Investment complexity pushing demand for advice: EY

The 2023 EY Global Wealth Management Research Report showed 37 per cent of Australian investors think managing their wealth has become more complex in the past...

'Hopefully, there isn't much more pain to come': AMP's Mousina focusses on big picture

AMP recently promoted senior economist Diana Mousina to a new role, deputy chief economist, in recognition of her achievements and succession path. Like other...

Australia's growth prospects darken as world enters 'perilous phase': IMF

With rising financial stability risk complicating the already uncertain outlook for global economies, the IMF warns a hard landing is becoming more likely,...

For investors seeking value, cheapest really is best

Value stocks have been big outperformers over the past three years, especially those in the cheapest part of the market, says Schroders' Simon Adler. To avoid...

Decarbonisation push boosts infrastructure outlook - but correlations matter

Diversification is invaluable, and this is especially apparent during times of disruption and uncertainty. Exposure to infrastructure assets can help investors...

In the war over AI's future, the big guns may have already won

Large language models like ChatGPT are part of a long technology continuum driven by Moore's law, the observation that transistor capacity doubles every two...

Super fund satisfaction levels drop as market volatility bites

Australians across the board are less satisfied with their superannuation funds than they were a year ago, a new report from Roy Morgan showed, with share...

As energy transition gains urgency, ethical investing sees its moment

The clean-energy transition represents a huge opportunity for investors to earn good returns from investments that have a positive environmental impact - and...

Asia, small caps poised to benefit in changing market environment

Shifting market dynamics mean some of the investment themes that worked in recent years are set to give way to new opportunities. Man Group's Andrew Swan and...

AMP's Oliver sees silver lining in bank failures

The uncertainty now blanketing the global banking sector adds to the risk of recession, but it comes with a silver lining, AMP's Shane Oliver told The Inside...

Income stocks still a smart defensive play, but look beyond miners and banks

Dividend investing can be a good source of defensive income in volatile times, but changing fundamentals mean resources companies and banks may be the weaker...

Consider wider private credit universe to maximise diversification, returns

At The Inside Network's Alternatives Symposium, Kyle McCarthy and David Lewis encouraged investors to define private credit very broadly to reap the benefits...