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Receiving and giving back drives the advice career path forward
What do you do when you finish high school? “Go with your strengths,” Peta Nunn’s school careers counsellor told her. So, she found herself in a maths...
Private credit’s power play: why direct lending is reshaping markets
Private credit investing has seen exponential growth in recent years, fueled by structural shifts in financial markets and a growing demand for flexible,...
ASIC right to get to grips with private markets
The release of a landmark report by corporate and financial regulator the Australian Securities and Investments Commission (ASIC) into the nation’s rapidly...
Market concentration, macro headwinds slam active managers in 2024
In case any active managers needed reminding, asset consulting firm Frontier Advisors has confirmed that 2024 was the most challenging year for global active...
Alignment a welcome sight in private equity investing
Investors always have to trust the fund managers to which they entrust their capital; but even better than trust is alignment.
Placing clients at the centre has built Centaur
There are plenty of people in the investment industry who say they have been influenced by legendary investor Warren Buffett, but for Gold Coaster Hugh...
Local PE market facing $25 billion value-at-risk reckoning
Australian investors have poured money into private equity (PE) investments in recent years, but asset valuations are prone to the same combination of multiple...
Levera Filling the Missing Link for Tasmanian Advice firm
Melbourne-based Link Wealth Group has acquired its fourth advice practice, buying a majority stake in Hobart-based full-service financial advisory firm, Sky...
New Calvary John James Hospital exemplifies Barwon’s healthcare expertise
Often you will speak to a fund manager that will talk about its specialist approach, the market niche that it understands well and can leverage, and how the...
Good roadmap needed for updated AML law
In September last year, the Australian government fixed a glaring anomaly in the country’s laws, under which Australia had embarrassingly fallen short of...
Mutual funds double in nine years, bond funds in driver’s seat
Managed funds inflows surged five-fold in Australia in 2024, but exchange-traded funds (ETFs) left them in the dust, as investors continued to prefer the...
Out of the blue, and keeping clients in the black
Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of...
Why a regional base is a 'superpower' for this advice firm
Despite the success of this regional advice firm, advisers like Kane Leersen aren't out to rule the world. Instead, they have an ambition to "grow by good" by...
'Intelligence, empathy and respect': Escala's Amanda Fong
Like many successful advisers, Escala's Amanda Fong has had a "strange" career path. But the Melbourne-based founding partner at Escala Partners has thrived by...
Super funds push 'vulnerable' bank stocks into stratosphere, elevating risk levels
The super funds' collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective...
Defusing the behaviour bomb that blows up client contentment: Jonathan Blau
Dramatic market events aren't the problem for client portfolios, but the way clients react to them can be. Once New York adviser Jonathan Blau started shaping...