Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
+0.65%
S&P
-1.96%
AUD
$0.69

T+1 settlement an 'unstoppable force' Australia needs to adopt, or risk falling behind

The frictionless movement of assets is becoming a common feature of markets around the developed world, yet Australia remains a step behind. The ASX is in no...

'Bitterly disappointed': Senate to push on with plan to tax unrealised gains

Tax on unrealised assets is virtually unheard of in Australia, and imposing one on fund members sets a dangerous precedent according to the SMSF Association,...

Banks present savvy value play through crisis fears and tech frenzy

The global banking system has proven both resilient and lucrative for investors since it seemed to teeter on collapse just over a year ago. The turnaround...

'Completely unfair': Advisers to be slugged another $4,165 over Dixons CSLR bill

Costs for the compensation scheme are spiralling out of control, with the FAAA estimating another $4,165 will be added to every adviser's CSLR bill –...

Barwon finds the sweet spot for first-ranking mortgage property play

Real estate credit funds have firmed as an attractive source of alternative returns in the past few years. What matters, however, and what doesn't, for these...

Perpetual motion curbed: 138-year old manager broken up in $2.2B KKR deal

The transaction comes after a decade long struggle for one of the bigger players in the Australian financial services landscape, which could only fend off so...

'I'm sick of being an adviser ATM machine': FAAA chair lashes out over CSLR

Even though most of the Dixons Advisory complaints are yet to be submitted, the CSLR has already allocated a $24 million bill to the industry. Good financial...

'Remember to breathe': Advice profitability up 4.4pc as industry settles

After years of regulatory turmoil and a violently shifting business landscape, the advice industry may be on the cusp of a relatively calm period. For...

'Very sad': Tech market concentration just like internet bubble, Pzena says

The disconnect is not about the big technology companies themselves, the famed value investor believes. It wasn't in 2,000 and it isn't now. The disconnect is...

Brand, advice or price? The factors that drive consumers to purchase life insurance

That consumers are influenced heavily by well known, trusted brands comes as no great surprise. What does, though, is that they rate life insurance as the...

How to select a fund manager

While much ado is made of the science that goes into fund manager research, real assessment puts comparable weight on the art as well according to investment...

How we invest: The companies and sectors that Australians love to buy and sell

While financials and materials dominated trades leading into 2024, the popularity of other sectors like healthcare and information technology followed...

Advice coalition proposes broader education slate for new entrants

The representative working group is lobbying the government for a broader section of study to be eligible for credit within the 'equivalent degree' requirement...

Advisers shift out of one-man shops as more 'Micro-AFSLs' close doors in 2024

After the Hayne Royal Commission many advisers decided to steer away from large dealer groups in favour of becoming self-licensed. In the last six months,...

FSC bulks up its financial adviser representation stocks

While known for being the flagbearer for financial product providers, the Financial Services Council is now making serious inroads into the financial advice...

Expectations matter, and the market's 'big fluffy toys' have set a historically high bar: Orbis

Valuations at the top end of indexes are sky high, but with that comes inflated forecast earnings. For savvy investors, it may be time to rotate towards more...