How Victor Smorgon Group opened its doors to outside money
Victor Smorgon Group is one of the rare family offices that manage external funds. Doing that required modifying some of the investment principles that it holds dear.
Asset managers courting advisers with free consulting services
Over half of asset managers in the US offer "business consulting resources" to the growing registered investment adviser cohort. Whether advisers actually want these services is debatable, but the trend seems to be gaining traction.
Model portfolios fuel ETF growth spike in US adviser channels
ETF usage is growing exponentially in the US, aided in no small part by increased adoption by Registered Investment Advisors who are all-in on the model portfolio phenomena.
The three reasons high net worth investors don't seek advice
People stepping up from the $1m-$2.5m bracket to the $2.5m-$5m bracket are the most likely HNW investor to be unadvised, data shows, with a greater allocation to direct shares and property.
High demand for cybersecurity rolls out new investment opportunities
After a string of high-profile incidents, the sale of Australia's largest listed cybersecurity company, Tesserent (ASX:TNT) to French multinational Thales is a reminder of the value in carefully selected small cap stocks.
Is Appen shaping up as a local stock alternative to AI wunderkind NVIDIA?
The meteoric rise of Nvidia (NVDA) parallels generative AI's own stratospheric journey. Dataset provider Appen provides an interesting local proxy stock, alongside a new wave of AI-themed ETFs.
Long term demand for lithium can only go one way: Analysts
For the world to meet climate targets, the supply of battery-grade lithium will have to ramp up greatly, prompting expectations that the price will keep rising for years to come. And Australian companies with proven lithium deposits could do well as M&A in the sector stays hot, analysts say.
Why the active opportunity set is 'richer than it has been in years' (and what to do about it)
Active management might be back in a big way but asset managers need to make sure they're getting what they pay for: skill, not luck. Figuring out manager style and factor biases is key.
Less millionaires, more money as $5M to $10M investible asset cohort grows
Recent research reveals high-net-worth investors have reduced in number this year while accumulating more investable assets, with this cohort taking a "more subdued outlook" for the coming year. Investors' asset class preference is also evolving to favour defensive investments.
Twelve Ukraine-driven disruptions that are set to change the world
The Russia-Ukraine war has seemingly moved from the headlines in most of the developed world, with most attention now being paid to the challenge of a jump in the cost of living and the impact of higher interest rates on repayments and property prices.
