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The advice and investment stories that mattered most to advisers in 2024
It was a year that saw private capital become cool and asset consultants become kings. Advice reform continued to plod its clunky path, while the Dixon's...
'Great Wealth Transfer' to reach $124 trillion, putting adviser relationships at a premium
The first thing advisers need to remember, Cerulli notes, is that almost half the intergenerational transfer won't event be intergenerational, it will be...
Lower mid-market ripens for agile private equity purveyors
What the Brisbane-based lower-mid tier private equity group is pulling off is emblematic of the success private equity players are enjoying in recent times....
'Information overload' creating new paradigm between advisers and clients: WEF
Clients are infinitely more informed in the digital age, but that doesn't necessarily mean they know how to discern the useful information from the misleading....
Surging appetite for episodic advice validates government's DBFO plan
The government's plan to offer more flexibility around simple and scoped advice dovetails well with the advice format consumers prefer, according to new...
Secondaries coming to the fore in private markets: Pantheon
Secondaries aren't new, but the growth of private markets in the last decade has propelled the assets into the mainstream as investors from different pools of...
Getting clear on senior secured loans, without the myths
The contemporary notion of senior secured loans needs to be updated to reflect some of the inherent characteristics that make it one of the fastest growing...
'But for' compensation stoush brews between the FAAA and AFCA
AFCA stands by the use of its "But for" methodology to calculate compensation payments, despite the FAAA's protestations. Clients will get paid what they lost,...
Private equity's smaller sectors shine amidst information asymmetry advantage
Companies are eschewing publicly listed markets in favour of private ownership, which has warped the availability of information to investors. For those with...
'We were ruthless': KeyInvest gets serious on private credit manager selection and reporting
Private credit has been crying out for reporting standards that are clear and homogenous, but the industry is so disparate that a solution always seemed far...
How to find hedge funds investing in ‘dynamism and change’
There’s around 15,000 hedge funds in the world – but how many of them are really hedge funds? When you’re looking for non- or less-correlated returns, it...
Income, growth and impact: Why the SDA sector is the next big emerging asset class
Born out of a government program, the Specialist Disability Income sector has expanded into a robust private market investment opportunity for those with the...
New class of advisers limited to prudentially regulated products: Jones
Most of what Jones announced was already known, including a new class of advice. But a few key elements – related to adviser education, product limitations...
Shield Master Fund investigation has ASIC worried about adviser 'professional judgement'
"I wish I could say this is an isolated example," Kirkland said, explaining the regulator's concern about a small cohort of advisers who transfer client funds...
‘So much wrong’ with CSLR, but Treasury not inclined to act
The industry has little chance of fighting through the legislative backlog and getting immediate wholesale change made to the ill-designed CSLR. There are...
What really matters in alternatives manager selection
High returns help, but what’s more important is trust, accountability, and making sure that the remuneration structures aren’t “really cheeky”.