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Brilliant Investment Thinking by Advisers for Advisers.
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State of the market – platforms

Building a financial advisery practice isn't easy. From regulation to compliance, overheads to staff wages and client reporting to administration, there are so many time-consuming, ad hoc tasks that take...
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Integrity Life raises $43 million

Integrity Life secured $43 million in their recent series B round of funding. There was a strong interest in the raise, that took place before and during COVID-19. Given the...
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Q&A with IPO hopeful, Gefen

This week we interviewed Co-founder and Co-CEO Orni Daniel from Gefen Technologies, an Israeli-based digital distribution platform that has been initially aimed at Australia's insurance market. The company is looking...
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The FAANGs of fixed interest

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.

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