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Property subsectors firm as positive portfolio additions across the spectrum
While it's broadly considered an alternative asset class, there are still traditional and non-traditional subsectors to real estate. Both have their...
What advisers want the new class of advisers to look like
The likely advent of a new class of 'simple' advice providers will reshape the industry ecosystem. According to FAAA members, there are four key issues that...
Playing it 'straight down the middle' suits this industry veteran
Fixed income has evolved tremendously over the decades, but one maxim Roy Keenan has stuck with has lost none of its utility; stick with a process that's tried...
Secondaries market headed for 'record year' as private markets surge
As the twin pillars of private markets – debt and equity – have expanded, so has the burgeoning secondaries market behind it. Allocations continue flowing...
Why H1 2024 may be a residential property buying window (for some)
It will be brief, geographically limited and may not come at all, but if SQM Research's prognostications are again correct there may be reason for aspiring...
Adding alternatives appropriately means nailing the decision framework
The alternatives sector is unique in that it's largely defined by what it's not. Accordingly, how you fit alternatives within your existing asset class...
Private capital's secret data driving savvy decision-making in secondaries market
The private markets juggernaut is one that has also thrown up a wealth of data that other players can use to sharpen up due diligence when making their own...
Investor trust in financial advice building at home and abroad
Consumer trust isn't something to be taken for granted, but reports from the UK, US and here at home are all pointing towards an uplift in trust levels around...
'Inefficiencies' the number one block to increasing advice practice profitability
There are significant tailwinds behind the financial advice industry at the moment, but some major obstacles are still preventing advice practices from taking...
'Reflect and reconsider': ASIC chair calls for complexity cull
The legislative threads surrounding financial services "look less like an elegant tapestry and more like a painting by Jackson Pollock", the ASIC chair said,...
'Pivotal moment' as greenwashing overtakes returns as key ESG concern
Amidst a healthy uptick in investment returns and consumer confidence, the ESG sector is coming to grips with increasing concern about greenwashing, which has...
Advisers in the lurch as Clearview 'terminates' $1.5B WealthFoundations retirement product
Clearview and trustee ETSL have raised eyebrows and confused advisers by shifting the popular WealthFoundations super and pension product to investment...
Discovery and documentation the keys to sound compliance
While advisers and their licensees place most of their compliance eggs in the SOA basket, the real focus should remain on more robust client discovery and...
Alternative managers zero in as regional investment demand spikes
Asset managers have quickly ascertained the region's growing appetite for alternative investments will not abate any time soon, but liquidity and gate...
'Not talented enough': Vanguard indulges in hubris as active equity managers slide
As the biggest ETF provider in Australia, Vanguard has the right to crow about another knockout performance over active equity. But invective commentary is a...
Jones announces immediate change to 'complex and confusing' CDR framework
Despite its potential and the massive investment behind it, the Consumer Data Right has had little impact due to a host of factors. Frustrated with its low...