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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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...