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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...
Hobbled by hubris, industry funds in danger of failing their members
The meteoric rise of industry funds has earned them a rightful place at the top of the superannuation food chain. But their standing is not a given, and the...
Expectations 'reshuffled' as resilient inflation delays tipping point on rates
Stubborn inflation is forcing central banks around the world to recalibrate, according to Neuberger Berman. Shorter durations remain du jour while yields are...
Dig for lithium exposure beyond the ASX: PrimaryMarkets
As the world turns towards critical minerals like lithium to power electric vehicles, alternative access to investment in these sectors will become crucial...
The quants are expanding their toolkit beyond factor investing: Invesco
The latest iteration of Invesco's landmark systematic investing study shows just how far quant teams are going in an effort to meet the modern day challenge of...
Number of wealthy investors not seeking advice 'persistently' high
Even though there are thousands more HNW investors in the country this year, they are a lot less willing to pay the going rate for financial advice according...
So how much revenue does the average financial adviser pull in, anyway?
While one listed group reported $236K revenue per adviser, another said its advisers brought in $600K each. But the extraordinary delta is more a function of...
'Open-mindedness' key in the era of correlated bonds and equities
The prevailing market dynamic has changed, with inflation fanning volatility and bonds no longer providing diversification ballast against equities. Active...
Life insurance industry 'slowly losing relevance': Capgemini
A confluence of factors has seen the life insurance industry lose significant ground across the globe, according to the French multinational. The Australian...
Advisers offered '$50K bump in salary' as talent poachers circle
It's not just money being thrown at financial advisers, with title changes, more responsibility and "other added benefits" also on offer according to financial...