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Grumbles over Evidentia deal highlight growing pains in the rise of asset consultant cohort
An evolutionary leap in the retail investment product landscape is taking place, with asset consultants displacing financial advisers across rich corners of...
Ex-AMP executive Hartley named to succeed Mota as CEO at Insignia
After his executive stint at AMP was cut short eight months ago, Hartley firmed as favourite for the leadership role at its institutional contemporary,...
The 6 ways policymakers can fix advice in the 2024/25 budget: FAAA
The collation of issues is an important marker for how many areas of advice legislation still need improvement for the industry to thrive, with fairness at the...
Value matters: Mid-cap market ready to take off as top end gets heavy
Historically, periodic outperformance by a cohort of stocks linked by sector or region – often with a catchy moniker – has been a mainstay. As has that...
The OG investment researcher: Rob da Silva on gorillas, conflicts and what advisers really want
Rob da Silva didn't plan a career in research, but a confluence of events led to an early career switch away from pure funds management. The research sector...
Covenant-lite loans 'like driving a car without a steering wheel': Epsilon
A business may appear to be robust, but a savvy lender that is responsible for the capital of its investors needs to be constantly across the mountain of...
HMC Capital looks to mirror healthcare sector success with property focus in 2024
HMC Capital has demonstrated how effective its active engagement strategy is with the success of the Sigma/Chemist Warehouse merger. Now David Di Pilla and his...
Global regulators chart ESG path for companies to follow in 2024
In 2023 governments came to a general awareness that to achieve net-zero, robust and consistent ESG policy frameworks must be put in place. In 2024, we should...
Life insurance advice on life support... but can it be saved?
The life insurance advice sector has been battling a host of issues, including an ill-fitting education program, remuneration uncertainty and product design...
"A lot is at stake": Thousands of advisers risk deregistration in February
As advisers trickle back into the office after summer holidays, many will be confronted with the an urgent regulatory requirement that, if ignored, could see...
Financial complaints soar, but advice no longer the driver: AFCA
The number of cases being escalated to the complaints authority is soaring, but as we approach the 5-year anniversary of the Hayne Royal Commission it's clear...
Remuneration and regulation: The biggest advice and investment stories of 2023
Adviser remuneration was a clear thematic this year, with the top two stories focusing on salary levels. Practice management and regulation, once again, played...
The art and science of high conviction investment: Claremont Global
There is a world of complexity behind the construction of a highly concentrated portfolio of stocks that consistently outperforms the benchmark. According to...
OpenInvest finds its buyer
The proprietary technology provider will use a capital injection from an existing investor to take advantage of regulatory tailwinds set to push the wealth...
'Their mood will change': Lawyer warns against licensees signing sophisticated investor test
Cowell Clarke lawyer Richard Hopkin said there are reasonable grounds for licensees to certify clients as wholesale, but the practice invites a much higher...
Life insurance advice levels sink as people turn to alternative sources
The problems afflicting Australia's life insurance advice industry run deep, with pundits estimating there are now less than 1,000 pure risk advisers left in...