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Brilliant Investment Thinking by Advisers for Advisers.
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Market beta vs. active alpha - looking for a compromise

Passive management is often considered an economical way to get market exposure, with good risk diversification and few surprises beyond what the market...

Planning body offers guidance on file notes

The Financial Planning Association (FPA) this week released guidance on best-practice approaches to file note records to support more transparent and detailed...

Achieving Measurable Business Results from Digitisation

Sarah Hayward from sales enablement software company Seismic deep dives into real-world examples of how asset and wealth management firms have experienced...

The end is nigh for the SOA as we know it

As highlighted in our article recently covering the formation of the ‘single disciplinary body’ to govern and regulate individual financial...

New regulatory framework taking shape for advisers

April may well be remembered as the beginning of the next phase of financial advice in Australia. While the establishment of FASEA may have had far reaching...

Advisers should 'call out' misalignment in investment markets

Advisers all have financial benefit from promoting investments through an advice fee, or percentage of FUM. This is not a value judgement, simply a statement...

Life Insurance Framework review moved to Treasury

Towards the end of last year, ASIC began preparations to request relevant documentation from major dealer groups around life insurance advice. This year is a...

IN Academy: ESG Masterclass

This report provides a short summary of each presentation and the key learning outcomes from the ESG Masterclass.

Freehold and Alceon merging businesses, positioned for growth

Alceon Group, led by respected industry veteran Trevor Loewensohn, announced this week that it is formally combining its business with Freehold Investment...

Wealthier investors open to advice

More high-net-worth (HNW) investors are open to receiving financial advice than a year ago, but they are yet to do so, according to the latest report from...

Managed account boom reflects diverse industry

The 12th edition of the Managed Accounts Report, a joint effort between State Street Global Advisers and Investment Trends, was released this week, with the...

Wealth management platform space is ripe for tech disruption

The shift towards non-aligned platform advice forced structural change within wealth management in a way never seen before. Findings from the...

ASIC delivers certainty on consent and 'lack of independence' disclosure

The corporate regulator, ASIC, has continued its busy start to the year, releasing three legislative instruments this week stemming from the recommendations...

No greenwashing in sight at the ESG Masterclass

This year The Inside Network held its industry-leading Environmental, Social and Governance or ESG Masterclass with some of Australia’s leading thinkers...