372 articles from
- Aged Care
- AI in Practice
- Alternatives
- Analysis
- Asset Allocation
- Clients
- Comings and Goings
- Commercial Property
- Compliance
- Daily Market Update
- Defensive Assets
- Education
- Education and CPD
- ETF
- Fintech
- Funds in Focus
- Growth Assets
- HR and Culture
- Industry Governance
- Industry Profiles
- Insurance and Risk
- Intergen Wealth Transfer
- Licensees
- Operations
- Personal Development
- Portfolio Construction Strategy
- Practice Growth
- Property
- Purchase, Merger Sale Of Practice
- Real Assets
- Remuneration
- Retirement
- SMSF
- Superannuation
- Tax
- Teams
- Technology
- USA In Focus
- Young Professionals
'The triumph of hope over reality': Why Ruffer expects higher, more volatile inflation
Faced with the option of stunting 'financial stability or growth stability', the US will only go one way. So investors need to protect against more volatility...
Instos to re-enter advice, SOAs scrapped in landmark reform package
The government will now follow through on Levy's proposal to bring licensed financial institutions back into the advice fold, while also agreeing to...
Catalyst will correct 'expensive' markets at some point: Atrium
A recalibration of dislocated markets is inevitable, according to Atrium's Glen Foster, and the landing may not be a soft one. This presents an opportunity for...
Morningstar invested in nuclear weapons components against ESG claims: ASIC
The five holdings were only for about two weeks each, and then divested as soon as Morningstar became aware of them. But ASIC takes a seriously dim view of ESG...
What paraplanners want: How advisers can work better, ditch the double-ups and make staff smile
It's not a corner office or a fatter pay packet at the top of paraplanners' collective wish list, but something that is much more beneficial to financial...
PE purveyors gear up as valuations normalise after 'challenging' period
After a "frenzy" in the pre-pandemic era, markets have calmed down significantly for private equity investment teams. There are opportunities, however,...
'Really concerned': Jones admits worry over QAR draft, stands by advice reform schedule
"I was really worried people would say ‘Is that all?'" the minister said, before explaining that he didn't want to submit key compliance reforms until they...
AMP's $100M BOLR bill a win for all sides
Advisers won the case against a well-armed opponent and can move on with more financial parity, while AMP's shareholders and executives can put a long-overdue...
Code of Ethics important, but it won't supplant the Safe Harbour Steps
The government's position on what to do with the Safe Harbour Steps is no longer clear, but the chances of seeing it supplanted by the existing Code of Ethics...
External validation key to credit quality of corporate loans: Epsilon
For non-bank corporate lenders that don't have the regulatory oversight that banks do, using third party validation for loan books is essential according to...
Start counting the ways AI can help an advice business grow
The potential for artificial intelligence to aid the delivery of financial advice is being recognised globally, and should lead to a "redefinition" of the...
Advisers want one thing above all else from their fund managers: Report
Advisers still place a lot of emphasis on historical performance and fees when they sum up the value of a fund manager, but it's the thinking behind their...
Advice reform stalls as Jones dithers on SOA, safe harbour changes
Even with a lightened agenda, the government failed to finish its homework and instead delivered only a portion of the first tranche of advice reforms. It's a...
As correlation norms turn, liquid alternatives come to the fore
Bonds and equities are suddenly firm friends, but this is far from the first time they've positively correlated. And it's not the only reason liquid...
OpenInvest hunts 'buyer with a bigger balance sheet' in search for scale
Despite a unique value proposition and some notable backers, wealth admin platform OpenInvest finds itself once again looking for capital. "We've had mixed...
Investment managers get more active on ESG engagement and accountability
Institutional investment teams may still oscillate between engagement and divestment as their first choice in leverage with large emitting companies, but one...