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Brilliant Investment Thinking by Advisers for Advisers.
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Finalists for Zenith's funds management awards

The 10th annual Zenith Investment Partners funds management awards will be live-streamed this year, on October 15, with the list of 22 awards having been...

Managed accounts deliver amid flood of capital

In the wake of a disastrous pandemic that brought the global economy to its knees, the need for financial advice has never been greater. Digital disruption has...

Advised clients outperform

Russell Investments has released the findings from its fourth annual Value of an Adviser Report, which validates the true value that financial advisers provide...

Five must-haves for every advice business in 2021

Building a successful financial advice business is a hard slog these days, especially considering the regulatory requirements, rising costs, increased...

Eight ways to win more HNW clients

High-net-worth (HNW) investors are the holy grail for any competent financial adviser. These are typically educated, experienced professionals and business...

Did you give your clients a bit of the Afterpay magic?

Afterpay (ASX:APT) has been one of those rare share market success stories, where a start-up, having listed at $1.00 in May 2016, successfully develops a...

Pandemic hindsight reiterates the value of advice

Global asset manager Natixis Investment Managers recently released their latest Global Investor Survey. Undertaken with the support of CoreData Research, the...

Opportunity for those who remain as adviser exodus continues

The Musical Chairs report released by Adviser Ratings offers insightful data on the wealth management industry after undergoing significant changes over the...

Wealthier investors open to advice

More high-net-worth (HNW) investors are open to receiving financial advice than a year ago, but they are yet to do so, according to the latest report from...

Managed account boom reflects diverse industry

The 12th edition of the Managed Accounts Report, a joint effort between State Street Global Advisers and Investment Trends, was released this week, with the...

What's in a name?

News broke this week that one of Vanguard’s popular ESG or Environment, Social and Governance-focused strategies may not have been as true to label as...