Practice Growth
Practice management insights for Australian financial advisers on running, growing, and improving advice businesses.
- Abbey Minogue
- Adrian Juergens
- Amanda Mark
- Angus Hill
- Ashley Ryburn
- Ben Walsh
- Bob Desmond
- Catherine Evans
- Chris Tucker
- Complii
- Contributor
- Cooper Cronk
- Cristina Lee
- Danni Le Grande
- David Chaplin
- Drew Meredith
- Eleece Quilliam
- Fran Hughes
- Giselle Roux
- Greg Bright
- Helen Nan
- HMC Capital
- Ishan Dan
- Jacquelyn Mann
- James Dunn
- Jamie Nemtsas
- Jaxon King
- Jaylen DeCarlo
- Kevin Pelham
- Lachlan Buur-Jensen
- Lachlan Maddock
- Laurence Parker-Brown
- Lisa Uhlman
- Luke Laretive
- Michael Armitage
- Michael Nathanson
- Mishan Dahia
- Nicholas Way
- Nicki Bourlioufas
- Nigel Baker
- Owen Raszkiewicz
- Penny Pryor
- Sean Graham
- Simone Haslinger
- Staff Writer
- Steve Sloane
- Tahn Sharpe
- The Inside Adviser
- Traci Bartlett
- Ye Peng
Q&A with IPO hopeful, Gefen
This week we interviewed Co-founder and Co-CEO Orni Daniel from Gefen Technologies, an Israeli-based digital distribution platform that has been initially...
Lendi Listing Looks for Loan Liftoff
Another fintech is heading for the ASX screens, with online mortgage provider Lendi poised to push “go” on an initial public offering (IPO) that...
If you can't beat them, buy them
While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the ‘dark side’, at least...
Social media for financial advisers
I’m not sure about you, but it took me at least a few weeks into the first lockdown to really become comfortable with video-conferencing and engaging...
Precise Risk in Imprecise Markets
There are probably few things more certain to glaze the eyes of investors than discussing risk-adjusted returns or efficient frontiers, never mind Sharpe...
Managing complexity - A buy enters the Citadel (ASX:CGL)
Pacific Equity Partners is looking to acquire 100% of the Citadel Group (ASX: CGL) in a transaction worth $503 million. PEP is planning to provide...
Interest free credit cards take on the BNPL
“If you can’t beat ’em, join ’em,” as Bugs Bunny would say. This is exactly what NAB and CBA have done to take on the...
SMSF Association launches online training
The SMSF Association have launched a comprehensive series of online modules as they seek to evolve the delivery of the SMSF Specialist Advisery (SSA)...
Building Climate Aware Portfolios
With climate change being increasingly recognised as a systemic risk, the investment community is becoming more focused on supporting the transition to a...
Post-pandemic, the only way is robo for advisers
Navigating their way through a pandemic both personally and on behalf of clients, has served to further increase the burden on an already stretched financial...
"What happens when we go back to the office?" COVID-19 risks for financial advisers.
The focus of health and safety regulators has been on helping employers implement measures to minimise the risk of employees either contracting COVID-19 at...
Howlin's Research IP to expand into NZ
Another investment platform is due to arrive in NZ within weeks under the 'Flint Wealth' brand. It is an equal partnership between Brisbane-based Research IP,...
Eaton Vance Monthly Market Monitor
Embracing technology to improve profitability Net Wealth released their latest Adviser Tech white paper, once again exposing the slow adoption of technology in...
The travesty of Mayfair Platinum - and why there are more to come
Clearly, we should have seen it coming. A launch party full of B-grade celebrities on a pristine beach in a cyclone ravaged region, it had all the hallmarks of...