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Brilliant Investment Thinking by Advisers for Advisers.
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Abolish safe harbour, increase wholesale to $5m should be priorities

The Financial Services Council, which represents more than 100 member companies and is the peak body for the corporate financial services sector this week...

Why finance needs more women

There goes International Women’s Day. In financial markets, many have highlighted notable woman who have made their way to a distinctive and influential...

Where are all the women in investment management?

“Where are all the women?”. A memorable moment at the 2016 Fund Manager of the Year awards took place when Dame Quentin Bryce, the former...

The perils of yesterday's logic

Reimagining portfolios for tomorrow’s reality Increasing inflation volatility represents the greatest challenge to investors for a generation. A new...

How to ask for a referral without damaging the adviser-client relationship

It’s an astounding fact that almost 90% of advisers did not ask for one referral from any of their clients in the past year – even though many...

Wealth management platforms seeing strong growth

Wealth platforms are seeing strong growth as the country gets ready to open its international borders, post-Omicron. This follows-on from a year of robust...

Slicing and dicing the stock market for risk - and reward

All-weather investing has a simple aim – consistent positive returns, regardless of how the financial markets perform. It follows that all-weather...

Advice firms 'drowning' in meetings hitting productivity

Global consulting firm McKinsey recently posed the question “have you ever asked why it is so difficult to get things done in business today –...

China has launched its own digital currency to take on the US dollar

China has quietly done what many considered unthinkable, by launching its own digital yuan this week, created to reduce its reliance on cash. Real-world trials...

Senate inquiry highlights challenge facing advisory market

The Compensation Scheme of Last Resort, or CSLR, has become something of a lightning rod for the finance industry in 2022; and yet we are less than a month...

Fintech continues to move into the mainstream

Australia’s leading micro-investing app, Raiz, is not so micro, having finally busted through the $1 billion funds under management mark. Last week, Raiz...

Advice tech shakeout predicted for 2022

The last two years have been a near-perfect storm of activity for many financial advisers. The onset of the pandemic placed significant pressure on advisers to...

Helping clients focus on their long-term picture during uncertain times

Financial professionals are the critical link between the clients’ world and the vast financial system. What often distinguishes financial advisers...

Dixon Advisory files for voluntary administration

On Wednesday, Dixon Advisory & Superannuation Services, the division of ASX-listed E&P Financial Group (ASX:EP1) that was focused on delivering...