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Brilliant Investment Thinking by Advisers for Advisers.
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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,...

'Really concerned': Jones admits worry over QAR draft, stands by advice reform schedule

"I was really worried people would say ‘Is that all?'" the minister said, before explaining that he didn't want to submit key compliance reforms until they...

AMP's $100M BOLR bill a win for all sides

Advisers won the case against a well-armed opponent and can move on with more financial parity, while AMP's shareholders and executives can put a long-overdue...

AMP's $100M BOLR bill a win for all sides

Advisers won the case against a well-armed opponent and can move on with more financial parity, while AMP's shareholders and executives can put a long-overdue...

Code of Ethics important, but it won't supplant the Safe Harbour Steps

The government's position on what to do with the Safe Harbour Steps is no longer clear, but the chances of seeing it supplanted by the existing Code of Ethics...

External validation key to credit quality of corporate loans: Epsilon

For non-bank corporate lenders that don't have the regulatory oversight that banks do, using third party validation for loan books is essential according to...

Start counting the ways AI can help an advice business grow

The potential for artificial intelligence to aid the delivery of financial advice is being recognised globally, and should lead to a "redefinition" of the...

Advisers want one thing above all else from their fund managers: Report

Advisers still place a lot of emphasis on historical performance and fees when they sum up the value of a fund manager, but it's the thinking behind their...

Advice reform stalls as Jones dithers on SOA, safe harbour changes

Even with a lightened agenda, the government failed to finish its homework and instead delivered only a portion of the first tranche of advice reforms. It's a...

As correlation norms turn, liquid alternatives come to the fore

Bonds and equities are suddenly firm friends, but this is far from the first time they've positively correlated. And it's not the only reason liquid...

OpenInvest hunts 'buyer with a bigger balance sheet' in search for scale

Despite a unique value proposition and some notable backers, wealth admin platform OpenInvest finds itself once again looking for capital. "We've had mixed...

Investment managers get more active on ESG engagement and accountability

Institutional investment teams may still oscillate between engagement and divestment as their first choice in leverage with large emitting companies, but one...

Hobbled by hubris, industry funds in danger of failing their members

The meteoric rise of industry funds has earned them a rightful place at the top of the superannuation food chain. But their standing is not a given, and the...

Expectations 'reshuffled' as resilient inflation delays tipping point on rates

Stubborn inflation is forcing central banks around the world to recalibrate, according to Neuberger Berman. Shorter durations remain du jour while yields are...

The quants are expanding their toolkit beyond factor investing: Invesco

The latest iteration of Invesco's landmark systematic investing study shows just how far quant teams are going in an effort to meet the modern day challenge of...

Number of wealthy investors not seeking advice 'persistently' high

Even though there are thousands more HNW investors in the country this year, they are a lot less willing to pay the going rate for financial advice according...