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The human side of succession: strategy, stewardship and staying at the table
The coming succession wave will test more than asset allocation models. It will test relationships, governance and clarity of purpose.
AI’s winners and losers: why advisers should look beyond the mega-caps
While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...
Relevance, rapport and relationships: Michael Turner on winning as a next-generation adviser
Trust is not won in a single meeting, it is built in layers. Michael Turner outlines how next-generation advisers can use relevance, emotional intelligence and...
Defensive allocations in flux as hybrids exit and volatility rises
As bank hybrids fade and equity volatility returns, the traditional defensive toolkit is shrinking. In this new phase of the cycle, structure and liquidity...
Levera launches conference to highlight the operational efficiencies from outsourcing
For many advisers the biggest pain point is bottlenecks in admin that take them away from their clients. A new conference will explore how robust deployment of...
From inflation to fiscal risk: The new fault lines in global fixed income
In a market shaped by rising fiscal risk and uneven growth, Amundi’s Gregoire Pesques argues that truly global, unbiased fixed income has become a source of...
Trust, truth and time: Why advice still starts with human connection
Built on trust, truth and time, this piece explores how Regional Prosperity adviser Kane Leersen is winning clients in regional Australia by prioritising...
The great wealth handover: why advisers cannot afford to sit this one out
The greatest wealth transfer in Australia’s history is already underway, and advisers who are not actively embedded in family succession risk watching their...
The human future of advice: Will Hamilton’s vision for a transformed profession
Will Hamilton lays out a bold vision for the future of financial advice, urging the profession to embrace intergenerational wealth transfer, client experience,...
Asian listed credit: An engine of yield and liquidity
As traditional income strategies falter, Asian listed credit is emerging as a liquid, underexplored source of yield that fits squarely within a fixed income...
Keep calm and carry on: The risks associated with misreading the inflation mirage
Why advisers should look past the inflation panic and help clients stay the course as the RBA risks fighting shadows, not fire.
Turning fear into function: Why allocating to volatility can reinforce portfolios
For advisers seeking true diversification and resilience in the face of market shocks, volatility is not a risk to avoid but a resource to harness, an untapped...
Turning fear into function: Why allocating to volatility can reinforce portfolios
For advisers seeking true diversification and resilience in the face of market shocks, volatility is not a risk to avoid but a resource to harness, an untapped...
From capital to connection: Ryan Loehr on the next evolution in advice
In a powerful call to reimagine the future of advice, Ryan Loehr urges advisers to move beyond portfolio returns and embrace a more human, purpose-driven model...
Secondaries before primaries: Tailoring private markets for wealth clients
The attraction of private equity secondaries is becoming more widely understood by investors: investing years after the primary portfolios' inception avoids...
Forty years of fundamentals: Ram Rasaratnam on the evolution of quant investing
In an era captivated by narratives and noise, systematic investing, grounded in fundamental analysis, can achieve enduring success.