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REITs go through 'structural megatrends' as fundies pivot in different ways
Investors and consultants are bending their efforts to find navigable paths around headwinds buffeting the commercial real estate sector.
Older and increasingly wealthier: The changing face of retirement
Australians are retiring much later and with more in their retirement coffers than ever before, according to the ABS, with a confluence of factors behind the...
Belgium overtakes Australia to top median-wealth rankings
Much of the 2.4 per cent decline in global wealth in 2022 - the second-biggest this century - stemmed from US dollar appreciation, but even controlling for...
Education carve-out should come with separate adviser designations
An approved degree doesn't necessarily make for a better adviser, but if the government wants to get the experienced pathway legislation right it must disclose...
'Micro AFSLs' surge as dealer group models lose grip on advice licensing
The quantum of licensees may be growing, but none of that growth is coming from the big end of town. Advice groups are increasingly eschewing larger groups and...
HMC Capital envisions rebuild for 'underperforming' icon, Lendlease (ASX:LLC)
HMC has invested heavily in the hope that after 30 years of disappointing shareholders, Lendlease can reinvent itself by shedding non-core assets and recycling...
Meet Josh Lee, an advice director at 27 with a full book of clients and millions of online fans
By age 24 he had more clients than he could handle. On his 26th birthday Josh was appointed as a director at Link Wealth Group. "I hit the ground running," he...
Did the great recession of 2023 just pass us by, or is it still lurking?
Did one of the most widely forecast recessions just fail to materialise, Neuberger Berman asks, or are we entering a false dawn that could see investors trip...
HMC Capital eyes $10b AUM by 2025 with new funds, new pipelines
David Di Pilla's group made its bones flipping unloved real assets into a sprawling network of essential retail centres. Now HMC Capital is leaning into its...
Beware the 'aggressive optimism' around overvalued tech stocks: Atrium
Technology stocks at the big end of the S&P500 have enjoyed a (mostly) golden run, but Atrium Investment's Brendan Paul warns that Nvidia's astronomical...
Clarity of purpose is what we want to see in borrowers: Epsilon
The mid-market private manager's co-founding partner, Mick Wright-Smith, expounds on the biggest red flag borrowers can wave, as well as the lending advice...
Adviser-to-client ratios reach upper limit, with tech marked as the saviour
There are now an average of 120 clients per adviser in Australia - a number not seen since 2013. While the declining adviser cohort is a factor, so is the...
Adviser-to-client ratios reach upper limit, with tech marked as the saviour
There are now an average of 120 clients per adviser in Australia - a number not seen since 2013. While the declining adviser cohort is a factor, so is the...
Gravitation of advisers to the city a function of business models: Wealth Data
Whether an adviser is based in their state's capital city or not has more to do with their chosen business model than anything else, according to new research...
'Opaque' private credit purveyors add value, but quality is key: Mason Stevens
The proliferation of private credit providers in recent years is a boon for investors, explains Andrew Ash from Mason Stevens. But the attraction of...
Regulators skewer super funds for slow progress on retirement income covenant
A joint review conducted by ASIC and APRA was scathing of funds' collective attempts to meet their new legal obligation to help fund members plan for...