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HMC Capital looks to mirror healthcare sector success with property focus in 2024
HMC Capital has demonstrated how effective its active engagement strategy is with the success of the Sigma/Chemist Warehouse merger. Now David Di Pilla and his...
Global regulators chart ESG path for companies to follow in 2024
In 2023 governments came to a general awareness that to achieve net-zero, robust and consistent ESG policy frameworks must be put in place. In 2024, we should...
Life insurance advice on life support... but can it be saved?
The life insurance advice sector has been battling a host of issues, including an ill-fitting education program, remuneration uncertainty and product design...
"A lot is at stake": Thousands of advisers risk deregistration in February
As advisers trickle back into the office after summer holidays, many will be confronted with the an urgent regulatory requirement that, if ignored, could see...
Financial complaints soar, but advice no longer the driver: AFCA
The number of cases being escalated to the complaints authority is soaring, but as we approach the 5-year anniversary of the Hayne Royal Commission it's clear...
Remuneration and regulation: The biggest advice and investment stories of 2023
Adviser remuneration was a clear thematic this year, with the top two stories focusing on salary levels. Practice management and regulation, once again, played...
The art and science of high conviction investment: Claremont Global
There is a world of complexity behind the construction of a highly concentrated portfolio of stocks that consistently outperforms the benchmark. According to...
OpenInvest finds its buyer
The proprietary technology provider will use a capital injection from an existing investor to take advantage of regulatory tailwinds set to push the wealth...
'Their mood will change': Lawyer warns against licensees signing sophisticated investor test
Cowell Clarke lawyer Richard Hopkin said there are reasonable grounds for licensees to certify clients as wholesale, but the practice invites a much higher...
Life insurance advice levels sink as people turn to alternative sources
The problems afflicting Australia's life insurance advice industry run deep, with pundits estimating there are now less than 1,000 pure risk advisers left in...
'The triumph of hope over reality': Why Ruffer expects higher, more volatile inflation
Faced with the option of stunting 'financial stability or growth stability', the US will only go one way. So investors need to protect against more volatility...
Instos to re-enter advice, SOAs scrapped in landmark reform package
The government will now follow through on Levy's proposal to bring licensed financial institutions back into the advice fold, while also agreeing to...
Catalyst will correct 'expensive' markets at some point: Atrium
A recalibration of dislocated markets is inevitable, according to Atrium's Glen Foster, and the landing may not be a soft one. This presents an opportunity for...
Morningstar invested in nuclear weapons components against ESG claims: ASIC
The five holdings were only for about two weeks each, and then divested as soon as Morningstar became aware of them. But ASIC takes a seriously dim view of ESG...
What paraplanners want: How advisers can work better, ditch the double-ups and make staff smile
It's not a corner office or a fatter pay packet at the top of paraplanners' collective wish list, but something that is much more beneficial to financial...
PE purveyors gear up as valuations normalise after 'challenging' period
After a "frenzy" in the pre-pandemic era, markets have calmed down significantly for private equity investment teams. There are opportunities, however,...