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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Three business 'upgrades' for advisers in 2021

Despite hope that the vaccines would see a return to normal life in 2021, it appears we will live through at least another 12 months of uncertainty. Few...

BetaShares eyes offshore growth with new partner

BetaShares has taken on a new cornerstone investor, TA Associates, as it enters its second decade in business, with founding partner Mirae Asset Management...

Directing advice at the advisable - But who are they?

Every advice firm is interested in growing its business – in tapping-into the addressable market. But what is the advice market? Is it those that receive...

Channel Capital expands into the US in search for opportunities

Channel Capital this week announced its expansion into the massive US asset management market, partnering with respected industry leader, Des Mac Intyre,...