Finding the real winners in private markets’ biggest themes
AI, ageing and reshoring are powerful themes, but private-markets winners emerge through manager selection, execution, valuation and due diligence.
Tag: CFS
Capacity planning: how many clients can your practice really serve well?
The future of advice will involve solving capacity constraints through smarter systems and better use of technology.
Levera launches conference to highlight the operational efficiencies from outsourcing
For many advisers the biggest pain point is bottlenecks in admin that take them away from their clients. A new conference will explore how robust deployment of outsourcing can solve for this challenge.
Industry innovates on advice access models while Govt dithers on reform
The move from Viridian and CFS to provide personal advice in a scaled manner highlights a growing willingness within the industry to fix its own problems in lieu of waiting for the government.
The hidden dangers in using style management to create negative correlation
Negative correlation can be an effective way to diversify and protect the underside of multi-asset portfolios, but if the chosen managers stray from their professed style that advantage can be eroded in short order.
The ‘safer sandbox’: Government doubles down on super path to increased advice access
The minister is putting his financial advice eggs in the superannuation basket, with dramatic changes to the existing intrafund advice models being considered. “I don’t think fiddling with intrafund advice is going to get us where we need to be,” he said.
FSC, product providers bemoan lack of support from ASIC on innovation
On what was set up as a discussion around the proposals put forward by the Quality of Advice Review, the topic repeatedly shifted to the frustration providers felt at not being able to work with ASIC to bring compliant solutions to market.