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Brilliant Investment Thinking by Advisers for Advisers.
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FASEA to be disbanded, exam still required

2021 may be shaping up as the ‘Year of the Financial Adviser’. After what has been a tumultuous and stressful few years for the industry, promises...

TPB review highlights over-regulation of advisers

Whether it’s due to the long delay on Parliamentary sittings or the realisation that financial advisers had become regulatory gymnasts, it seems the tide...

The winning formula

In a year when a global pandemic, recession and record-low interest rates took centre stage, a growing number of specialist managers, including many...

Superhero, Robinhood.....Sharesies?

The Kiwi counterpart of US online direct investment platform Robinhood is sounding out the Australian market for possible expansion. Brooke Roberts, co-founder...

Is affordable advice possible post the Royal Commission?

The Banking Royal Commission was a watershed moment for the financial advising industry, and almost two years on, has there been change? In one word, yes. Too...

Advice regulation evolving before our eyes

It’s been a busy few years for the financial advice industry and its regulators, including the Australian Securities and Investments Commission (ASIC)....

Is your portfolio ready for 2021?

This year’s Sohn Hearts & Minds Conference, an annual one-day event that brings the finance and investment community together, saw a select group of...

What do financial advisers want from their fund managers?

Words, words, words * Many of us spend quite a bit of time reading commentary and reports from fund managers. At times it feels like a desperate search for...

The time is right for an infrastructure boom, but who will win?

Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic....

WTW takes on fund managers over diversity

Progress on diversity across the whole investment industry has remained disappointingly slow, according to a paper from Willis Towers Watson (WTW), the global...

A new core for balanced portfolios

It seems to be a rite of passage these days, investment bankers heading out on their own to start asset management businesses. Times are good. So good that the...

MDA market review: a watershed year

Managed Accounts, or Managed Discretionary Accounts (MDAs), are a relatively new investment solution available to consumers and financial advisers following...

Plans for a simpler, cheaper advice system

The Financial Services Council (FSC) is to now prepare a policy discussion (a ‘green paper’) for the industry and government, to be delivered in...

Changing your mindset

The pandemic but more importantly the economic restrictions used to limit its spread will have long-lasting impacts on the global economy. As Victoria, and...