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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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?