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Expectations tempered as analysts forecast a choppy and volatile market in 2025
In what could be a harbinger for the coming year, the S&P/ASX 200 index has been on a roller coaster ride since the market opened on January 3. What's...
ClearBridge Global Value Improvers Fund
The Why? What is the fund’s value proposition and purpose? The ClearBridge Global Value Improvers Fund focuses on global companies that the Portfolio...
Building a 'formidable' advice business the real test for this former cricket star
Patience, discipline and leadership are all fine qualities for a test cricketer. Now a financial adviser at Viola Private Wealth, Peter Nevill doesn't like to...
Borderless world still needs advice moored in jurisdictional expertise
Despite the high levels of demand, there are still very few providers that cater specifically to expats. It's a problem Edward Cole identified early on, and...
What's in a name? Ask advisers, as they ponder an upgrade
The evolving nature of advisers’ client bases, and the work they do for different parts of those, is leading to title creep. But there is little in the way...
Amie Baker: From furniture fabric to a financial advice career
It was a long and circuitous route to financial planning for the busy mother, but after seeing the harm financial distress could cause, Amie Baker was...
'Deep in the trenches' with clients: Adviser Rebecca Pritchard
With two kids under five and a passion for personal finance, Melbourne adviser Rebecca Pritchard is well placed to help other young women and their families...
'Deep in the trenches' with clients: Adviser Rebecca Pritchard
With two kids under five and a passion for personal finance, Melbourne adviser Rebecca Pritchard is well placed to help other young women and their families...
CFD market 'active' again after ASIC crackdown
Contracts for difference are sophisticated investment tools that can magnify both gains and losses, which is why the regulator
Navigating minefields and the lobster pot to unlock UK pensions: Sara Lucas
Dealing with the complexity of her own UK pension led the adviser to specialising in helping clients to do the same. Since then, she's become an expert in a...
Yarra Capital's Dion Hershan on the value of humility and conviction
"Some kids read cartoons," the equities manager recalls, "and some read the sports section, but I used to read the stock market tables and try to figure out...
Yarra Capital's Dion Hershan on the value of humility and conviction
"Some kids read cartoons," the equities manager recalls, "and some read the sports section, but I used to read the stock market tables and try to figure out...
Plugging the advice gap with new-to-market innovation: Leesa Swain
After witnessing the horror of the GFC, a young Leesa Swain decided to help mitigate the 'ripple effect' of bad financial management and start a journey in...
Plugging the advice gap with new-to-market innovation: Leesa Swain
After witnessing the horror of the GFC, a young Leesa Swain decided to help mitigate the 'ripple effect' of bad financial management and start a journey in...
Brigid Asquith-Hunt and the language of legacy in financial advice
Making a connection is at the heart of any financial adviser's value proposition, the consultant says. But to do that, the right language must be leveraged to...
Funds management marketing set to change with new wave of generative AI tech
The task of standing out in a crowded market place is not getting easier for product providers. Generative AI may hold the key, Michael Kollo says.