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Brilliant Investment Thinking by Advisers for Advisers.
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Optimism will always win in the digital economy

Financial advisers can’t be faulted for feeling pessimistic about the future as another year comes to an end. The last few years have seen the advisery...

The Principals' Community forges its own path

Kon Costas this week announced the launch of The Principals’ Community, a new business set up to service industry leading self-licensed financial...

Managed account growth continues

As Australia joins the rest of the world and transitions to a post-Covid era, it’s never been more difficult to be an adviser. Investment products are...

Advisers, open your eyes before clients demand it

Since its founding 35 years ago, Australian Ethical has been at the forefront of responsible investing. The firm was an ESG investor before ESG became the...

Advisers can capitalise on YFYS

Whether we like it or not, the industry super fund sector has been one of the biggest competitors to financial advisers supporting retail clients. The...

Managed accounts exceed $111 billion

The Institute of Managed Account Professionals (IMAP) has announced funds under management (FUM) in the Managed Accounts space has hit $111 billion on 30 June...

Wealth sector attracts insto-grade player

The growth and sophistication of the wealth management market is attracting new interest from formerly institutional providers. Now bfinance, a global manager...

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...