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The FAAA's 'Angry Anderson' sounds off on Dixon Advisory drama
Appropriately enough, it took a regulatory breakdown to finally ruffle the policy chief's feathers. In the first of a series of whitepapers aimed at collating...
AMP sells major stakes in advice network to Entireti, AZ NGA in blockbuster deal
The three-way tie-up highlights just how much the power dynamic has shifted across the advice landscape over the last decade, with advice ownership groups...
UK's Atlantic House spots income gap, brings uncorrelated fund to local market
The UK investment team co-founded by Andrew Lakeman is banking on its ability to bring liquid alternatives to markets that are on the hunt for non-correlated...
Private credit set to surge as cooling inflation frees up borrower appetite
2023 may have had its challenges, but the cream of the private credit crop still managed to write plenty of loans. As inflation cools, the outlook for non-bank...
ETF investors 'leaving money on the table' without discernment
ETFs may have utility, but the notion that you can diversify responsibility of each individual investment needs to be challenged according to managers at The...
Juice 'worth the squeeze': Custom model portfolios take hold as SMA market matures
Both in the US and at home, the model portfolio market has matured to the point where most advice firms running managed accounts are in the frame to use...
'Jumping at shadows': Is investor fear out of step with macro environment?
From gloomy retail clients to fretful global institutional providers, investment experts report a glaring disconnect between the risk appetite of investors...
Markets remain fundamentally strong, despite real asset concerns: Atchison
Despite latent geopolitical threats and a persistently hobbled commercial real estate sector, the market presents a fundamentally strong and stable picture...
Time's up on sloppy FAR record keeping: ASIC
Licensees were given a month to clean up the information they provided to ASIC about adviser qualifications and training. That time is up, and enforcement...
SMSF trustees drift from advice towards accountants and... the internet
More and more SMSFs are being set up without the assistance of a financial adviser. As the gulf between demand and supply widens, consumers are looking at...
Blind faith in growth tech stocks doesn't add up: Pzena
Where the market goes from here is a question each investor much face on their own, but for those looking to chase the growth tail and tip into what are a...
Adviser numbers begin long, slow climb north again
There's a pattern to the way adviser numbers oscillate around the end of the financial year, but there's nothing common about the movement in the licensee...
Older, more productive advisers are earning less money... for now
The average financial adviser is older and brings in more revenue than they did a year ago, but that hasn't translated into a fatter salary according to data...
Real diversification requires proactive allocation strategies: Atlantic House
How do investors stay on top of diversification and maintain adequate levels of non-correlation when markets oscillate with every breath, when asset...
'This can't be left here': FAAA calls for public inquiry into Dixons
There are several aspects to the treatment of the case that don't add up, the association's policy lead says, and a transparent public inquiry is more than...
US leads platform consolidation trend, with Australian advisers set to follow
As platform technology develops, the race to become the one dominant platform for Australian advisers is just heating up. In the US, it's already well...