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Brilliant Investment Thinking by Advisers for Advisers.
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BDM bonuses vanish as fund flows dry up... but not in every sector

Not all fundies are bringing home a smaller bonus this year, according to Kaizen, with BDMs in the alternatives space doing better than those in the more...

Australian Ethical rotates to transition-linked metals as broader resources market weakens

The ethical investor is using the China's sluggish reemergence from the pandemic as an opportunity to rotate into more investments that facilitate a...

GDG's all-in Lonsec play confirms investment consultants are the new captains of capital

First it was Scarcity Partners taking a sharp left turn to pick up Evidentia. Then KKR swerved just as hard to avoid Perpetual's asset management business. And...

Regal Partners bets big on private credit surge with $235M Merricks acquisition

While private credit is experiencing growing pains in some major markets, its rise continues apace back home with Regal Partners making another significant...

Wealth transfer on hold: Boomers reluctant to down-size, content to wait

The data is a reminder that while this enormous shift of wealth is imminent, it won't happen before its time. According to AMP, more education about the...

Minister turns back on CSLR as AFCA steps in, looks to cut Dixons membership

It's a welcome stopper on the amount advisers will have to fork out, but has no connection to the core issue. The government still fails to recognise the...

Government faces split opinions on wholesale investor test reforms

It's an aspect of financial services regulation that was flawed from the outset and has become all but useless over time. The divergence in opinions on how to...

The Chilean tech visionary behind NZ's big venture capitalism push

The technology subsector in venture capitalism is thriving, especially in New Zealand, where the government is putting its money where its talent is. An...

What makes a good company AGM, and when it's right to turn someone's mic off

Whether it's the right agenda, executive engagement, cold catering or the right to put a rambunctious shareholder on mute, there are myriad elements that go...

'Markets are changing': ASIC's gaze turns to private capital providers

Like the Reserve Bank, ASIC is keenly aware that the rise of private markets, and especially private equity, creates both "upside and downside risks" to an...

Partnerships beat mass market solutions for real asset fund provider Alceon

Alternative fund manager Alceon and advice group Findex reflect on the genesis of Alceon's Australian Property Fund, and why a finite number of key...

T+1 settlement an 'unstoppable force' Australia needs to adopt, or risk falling behind

The frictionless movement of assets is becoming a common feature of markets around the developed world, yet Australia remains a step behind. The ASX is in no...

'Bitterly disappointed': Senate to push on with plan to tax unrealised gains

Tax on unrealised assets is virtually unheard of in Australia, and imposing one on fund members sets a dangerous precedent according to the SMSF Association,...

Banks present savvy value play through crisis fears and tech frenzy

The global banking system has proven both resilient and lucrative for investors since it seemed to teeter on collapse just over a year ago. The turnaround...

'Completely unfair': Advisers to be slugged another $4,165 over Dixons CSLR bill

Costs for the compensation scheme are spiralling out of control, with the FAAA estimating another $4,165 will be added to every adviser's CSLR bill –...

Barwon finds the sweet spot for first-ranking mortgage property play

Real estate credit funds have firmed as an attractive source of alternative returns in the past few years. What matters, however, and what doesn't, for these...