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Brilliant Investment Thinking by Advisers for Advisers.
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Pinnacle acquires Winston Capital Partners

Pinnacle Investment Management (Pinnacle) a multi-affiliate investment management firm with over $89 billion in assets under management has acquired Winston...

Finalists for Zenith's funds management awards

The 10th annual Zenith Investment Partners funds management awards will be live-streamed this year, on October 15, with the list of 22 awards having been...

Managed accounts deliver amid flood of capital

In the wake of a disastrous pandemic that brought the global economy to its knees, the need for financial advice has never been greater. Digital disruption has...

How to save 48 days of admin per year

Managed accounts have been around for close to two decades, but they’ve only just started to take off. That charge is being led by financial planners and...

Adviser levy relief delivered by Frydenberg

Some positive news was delivered to the financial advice industry this week with the ASIC Supervisory Levy to be reduced to 2018-19 levels. The announcement...

Dealing with design and distribution obligations

It’s a wonder that financial advisers have much time to actually provide advice to their clients in 2021. Following a whirlwind of regulatory changes,...

Advised clients outperform

Russell Investments has released the findings from its fourth annual Value of an Adviser Report, which validates the true value that financial advisers provide...

Attention advisers: Stop undercharging

Listening into a webinar this week, there was an extensive discussion about the fact that very few, if any, financial advisers in the industry are pricing...

Five must-haves for every advice business in 2021

Building a successful financial advice business is a hard slog these days, especially considering the regulatory requirements, rising costs, increased...

Adviser associations band together

Eight of Australia’s largest financial advice industry associations have joined forces to oppose the design of the compensation scheme of last resort,...

Eight ways to win more HNW clients

High-net-worth (HNW) investors are the holy grail for any competent financial adviser. These are typically educated, experienced professionals and business...

First Sentier commits to a gender target for investment teams

The Financial Services Council (FSC) has introduced its Women in Investment Management Charter (WIM Charter). The purpose of the WIM Charter is to help...

Advice in the age of free trading

“If something is free, you are the product” This quote attributed to sculptor Richard Serra in 1973 was well ahead of its time, but offers a unique...

Did you give your clients a bit of the Afterpay magic?

Afterpay (ASX:APT) has been one of those rare share market success stories, where a start-up, having listed at $1.00 in May 2016, successfully develops a...