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Brilliant Investment Thinking by Advisers for Advisers.
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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...

'Somewhat bemused': Advice review lead, industry push for the adoption of proposals

Michelle Levy said she was 'puzzled' by the government's decision to conduct a consultation on the proposals handed down in the advice review, while industry...

FPA and AFA members vote an overwhelming 'yes' to merger proposal

After years of declining membership bases and growing frustration with disparate representation, 96.5 per cent of AFA members and 96.7 per cent of FPA members...

The most common illiquidity, risk and volatility fallacies investors face

Lending specialist Daniel Zwirn spoke candidly about investor "credit myths", and the misunderstandings that hold people back in the selection and movement of...

ASIC warns directors to up business risk disclosure in annual reports

The regulator's financial reporting surveillance program has turned up numerous companies failing to make required risk disclosures in financial reports, as it...

New best interests duty to cover broader swathe of advice service providers

In Levy's new world, conflicts and vertical integration are likely to be accommodated by a new statutory best interests duty with a broader scope and a lower,...

Safe harbour steps to go as Levy sticks (mostly) to the advice reform script

Levy made no major deviations in her final suite of proposals, with Treasury left to mull on a blueprint for reform that should usher in a less prescriptive,...