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Brilliant Investment Thinking by Advisers for Advisers.
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Exit strategies for advisers in the new era

With commissions gone, financial advisers can no longer rely on swollen prices when they sell their practice according to Helen Nan. Exiting to retirement now...

Mason Stevens' platform rating surges amid IPO chatter

The firm, which provides investment platform services on top of specialist investment support functions, is making ground on both the new guard and the...

Infocus releases 'magic' platform tool as it nears 30-year anniversary

If you're going to offer services that the incumbents already do well, Steinhardt tells Inside Adviser, you need to do a pretty good job at it yourself. And if...

FPA and AFA complete merger to create unified voice for advisers

The new association will be branded with its key purpose - providing a unified voice representing advisers - reflected in speech bubbles over the 'A's in its...

In the war over AI's future, the big guns may have already won

Large language models like ChatGPT are part of a long technology continuum driven by Moore's law, the observation that transistor capacity doubles every two...

Portfolio protection paramount as earnings shock looms: Ruffer

"Gradually, and then suddenly", the old Hemingway quote goes. The same could be said for corporate earnings, which Ruffer's Jasmine Yeo believes are in danger...

ASIC to investigate ASX over possible Corps Act breaches in failed CHESS upgrade

The hits keep coming for the country's primary stock exchange, which is now under investigation by the corporate regulator for its oversight of the doomed...

CountPlus mulls downsizing company name in latest market move

The converged advice and accounting group will go to shareholders with a proposal to change its name to 'Count', which it hopes will "better reflect the...

Client relationships depend on fast and slow thinking channels

The last thing an adviser wants is for their client to be sitting in front of another adviser in 12 months, explaining how their last adviser didn't understand...

Getting a clear view of the gap between stock picking and proactive management

Proactive management and stock picking are, in some ways, two sides of the same coin. But advisers and investors should be aware of their fundamental...

'Context is everything': What ChatGPT can do for advice, and what it really can't

AI language generators like ChatGPT pose about as much threat to advice as robo does, which is to say not much. But much like robo, ChatGPT and its...

Tools needed so advisers can tackle greenwashing challenge

As potential clients become more discerning, advisers must have a framework through which to consider investments for inclusion in portfolios, but also to...

The grassroots Spatium journey from startup SMA to thriving managed fund

Eschewing the traditional route, Spatium Capital founders Nicholas Quinn and Jesse Moors grew their short-holding, long-only small companies managed fund from...

Market neutral is for all seasons, not just volatile periods: Yarra

Market neutral strategies should not only used as lever for investors that want an on-call safety valve for volatility, but retained as a strategic holding to...