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Brilliant Investment Thinking by Advisers for Advisers.
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Minister turns back on CSLR as AFCA steps in, looks to cut Dixons membership

It's a welcome stopper on the amount advisers will have to fork out, but has no connection to the core issue. The government still fails to recognise the...

What makes an ideal entry point for a high-conviction investment team?

Meeting the myriad metrics for investment set down by Claremont Global is just the start of a selection process that sees no more than 15 companies held at any...

Government faces split opinions on wholesale investor test reforms

It's an aspect of financial services regulation that was flawed from the outset and has become all but useless over time. The divergence in opinions on how to...

What makes a good company AGM, and when it's right to turn someone's mic off

Whether it's the right agenda, executive engagement, cold catering or the right to put a rambunctious shareholder on mute, there are myriad elements that go...

'Markets are changing': ASIC's gaze turns to private capital providers

Like the Reserve Bank, ASIC is keenly aware that the rise of private markets, and especially private equity, creates both "upside and downside risks" to an...

T+1 settlement an 'unstoppable force' Australia needs to adopt, or risk falling behind

The frictionless movement of assets is becoming a common feature of markets around the developed world, yet Australia remains a step behind. The ASX is in no...

$226M per adviser: Retirement opportunity set ‘never been better’

It's a dire situation for consumers but a massive tailwind for financial advisers. More people and more capital in the superannuation coffers than ever, with a...

'Completely unfair': Advisers to be slugged another $4,165 over Dixons CSLR bill

Costs for the compensation scheme are spiralling out of control, with the FAAA estimating another $4,165 will be added to every adviser's CSLR bill –...

Move to micro makes sense, but comes at a cost for advice businesses

There are untold benefits in shifting to a self-licensed advice model, but the move also comes with a host of dangers. Practice owners need to ask themselves...

Perpetual motion curbed: 138-year old manager broken up in $2.2B KKR deal

The transaction comes after a decade long struggle for one of the bigger players in the Australian financial services landscape, which could only fend off so...

'I'm sick of being an adviser ATM machine': FAAA chair lashes out over CSLR

Even though most of the Dixons Advisory complaints are yet to be submitted, the CSLR has already allocated a $24 million bill to the industry. Good financial...

'Remember to breathe': Advice profitability up 4.4pc as industry settles

After years of regulatory turmoil and a violently shifting business landscape, the advice industry may be on the cusp of a relatively calm period. For...

How to select a fund manager

While much ado is made of the science that goes into fund manager research, real assessment puts comparable weight on the art as well according to investment...

Advice coalition proposes broader education slate for new entrants

The representative working group is lobbying the government for a broader section of study to be eligible for credit within the 'equivalent degree' requirement...