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Brilliant Investment Thinking by Advisers for Advisers.
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Seven Lessons After Seven Years of Building Robos in Asia

Let's face it: most people find wealth management mysterious, tedious and something best done some other day.

The Modern Slavery Act - further sharpening the focus on "S" in ESG

The recent slavery scandal surrounding the fast fashion brand Boohoo has further intensified the focus on the "S" element within ESG factors.  The "S" pillar...

What we read this week, leading White Papers

All that glitters, active vs. passive and why a closer look at infrastructure.

6 Reasons virtual meetings are here to stay!

The requirement to quarantine created the perfect conditions to push virtual meetings past the tipping point to general adoption. Are they here to stay?

Wealth platforms merging to become more competitive

Often dubbed the 'original fintech's', the wealth management platform space is becoming a highly competitive area as disruptive innovative start-ups threaten...

How is your porridge?

Too hot, too cold or, just right? It is suggested that this fairy tale has two moral issues, firstly, the sense of entitlement as Goldilocks freely samples the...

What if?

Portfolio construction is a function of possibilities. Equity versus fixed income is the obvious; equity the potential of capital growth, and fixed income the...

Simple rules for creating a lifelong investment portfolio

Last year, one of Australia’s leading investors and fund managers walked into my office for a recording of The Australian Investors Podcast. I had...

How financial institutions could connect with customers in crisis

As the world undergoes potentially the greatest economic calamity since the 1930s, Australians of all ages are experiencing anxiety and fear about their...

Rask's 10 rules for investing in the stock market

At Rask Australia, we believe an investment strategy and process should change when the facts change, as John Maynard Keynes famously said.

Scrubbing up the application of ESG

Amongst the headline noise on virus affected financial conditions, it is surprising that ESG seems to have gained an even stronger foothold.

Using digital tools to solve an online advice crisis

Our investment advice business attracts tens of thousands of readers every week, tens of thousands of listeners to our podcasts every month and an unstoppable...

Choosing a brand for the future

As a business evolves, one of the issues it must deal with is whether its branding adequately reflects product and service expansion over time. This is a...

Help wanted, advice needed... digital wealth to the rescue

Fewer people in Australia are likely to get financial advice in the wake of the Hayne Royal Commission - the inevitable consequence of implementing the final...