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The end of the (government debt) world as we know it?
When Bridgewater Associates founder Ray Dalio speaks, the investment world usually takes note. He certainly gave the markets food for thought last week.
The six mistakes investors (and advisers) make
There’s nothing like a market correction to trigger a crisis in confidence for investors and advisers alike. Having been rewarded for taking on more risk and...
Alternative allocations: The insiders community analyses the trade-offs in 2025
Bringing together our insiders community to share perspectives, debate strategies, and refine their approach to portfolio construction is always an...
Do we really want less choice for Australian retirees?
Last week's conveniently ‘leaked’ government proposal on its plans to revolutionise retirement income for all Australians has brought retirement back into...
How to invest as interest rates fall
So, interest rates have finally been cut in Australia. Once again, our central bank took longer than most expected to ease financial conditions for Australian...
SOA much more to advice than just the statement
“Everyone has a plan until they get punched in the face.” While not known for his financial advice, Mike Tyson’s famous quote likely resonates with those...
New year, new connections and new ideas
Investing is often seen through the lens of numbers, charts, and performance metrics. But at its core, investing is about people. It’s about the...
Like Melbourne weather, adviser education standards change again
Not happy with the government's settings on adviser education standards? Well, wait five minutes and they'll change. Is the latest change a return to the bad...
When risk rises, stick to the plan
A sound investment framework and coherent plan is always advisable, but it's particularly important when markets are gyrating.
Investment paradigm shifts as portfolio positioning overtakes performance
With markets at all-time highs and term deposits paying 5 per cent, the focus needs to shift away from relative returns and back towards positioning for...
Future Fund prognostication failure reminds us that markets don't care what you think
Australia's sovereign wealth fund's prediction of a tough year for investors didn't come to pass, but they're not the only well-resourced manager that missed...
Advice industry needs more critical thinking about alternative assets
The benefits of alternative investments are clear, but rapid growth in the product set has made the optimal use of alternatives in portfolios unclear. As...
Portfolio drift remains a clear and present danger for client portfolios
The traditional method of protecting client portfolios from drift remains entirely valid. It's ostensibly cheaper to run portfolios without managed accounts,...
Why breaking your advice business could be the best thing for it
The solutions to practice inefficiency might be completely foreign, but the challenges of service delivery have a habit of changing, so the methods employed to...
Concentration risk and the scourge of lazy portfolios
Lazy portfolios can be overconcentrated, overdiversified, full of yesterday's winners, devoid of structured asset allocation, full of misallocated positions or...
SMSF market twists itself into new shapes, but will advisers follow?
It seems that while the older generations may be tilting towards simplification, the younger generations are looking for control and engagement. For financial...