Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
+0.33%
S&P
-1.96%
AUD
$0.69

Time's up on sloppy FAR record keeping: ASIC

Licensees were given a month to clean up the information they provided to ASIC about adviser qualifications and training. That time is up, and enforcement...

SMSF trustees drift from advice towards accountants and... the internet

More and more SMSFs are being set up without the assistance of a financial adviser. As the gulf between demand and supply widens, consumers are looking at...

Blind faith in growth tech stocks doesn't add up: Pzena

Where the market goes from here is a question each investor much face on their own, but for those looking to chase the growth tail and tip into what are a...

Adviser numbers begin long, slow climb north again

There's a pattern to the way adviser numbers oscillate around the end of the financial year, but there's nothing common about the movement in the licensee...

Older, more productive advisers are earning less money... for now

The average financial adviser is older and brings in more revenue than they did a year ago, but that hasn't translated into a fatter salary according to data...

Real diversification requires proactive allocation strategies: Atlantic House

How do investors stay on top of diversification and maintain adequate levels of non-correlation when markets oscillate with every breath, when asset...

'This can't be left here': FAAA calls for public inquiry into Dixons

There are several aspects to the treatment of the case that don't add up, the association's policy lead says, and a transparent public inquiry is more than...

US leads platform consolidation trend, with Australian advisers set to follow

As platform technology develops, the race to become the one dominant platform for Australian advisers is just heating up. In the US, it's already well...

Private credit in poll position to alleviate housing crisis: KeyInvest

Spurred by the speed and flexibility of private credit, developers are eschewing banks in favour of trusted non-bank lenders. The lending market's evolution...

Broking opportunity grows as new generation embraces online investing

The online investment industry is growing rapidly, and a whole new set of providers are offering investors different ways to invest in different markets with...

'From tinkering to a real venture': VC pioneers bringing lifesaving medtech to fruition

When this biotech engineer met up with WNT Financial's crack venture capitalism team, it sparked a partnership that could lead to a lifesaving product being...

'Process over prediction': What high-conviction teams have over their speculative peers

By avoiding market forecasts and not making prognostications based on macroeconomic conditions or political changes, the Claremont team is able to focus on...

The bad news that's good news for markets: Invesco

Cracks are opening up in global economies around the world, with increasing unemployment a bellwether for softening conditions. A tipping point is on the...

Soaring ETF market needs asset servicing to match its growth

Inefficiencies in the back office and clearing systems that the burgeoning ETF market relies on need to be rooted out, but data shows there may be a disconnect...

Advisers slugged with $2,878 levy as industry gets behind funding model reform

The government now has two internal reports recommending an overhaul of the industry funding model. Yet they appear destined to sit on the shelf "gathering...

Adviser tech spend set to surge as reporting, and client portal needs grow

Advisers now spend a staggering amount on technology in an effort to keep up with efficiency needs and client expectations. Security is still front of mind,...