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Brilliant Investment Thinking by Advisers for Advisers.
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A step forward in offering financial advice to the masses

Map My Plan is the all-in-one ‘digital’ financial planner that does it all. Founded in 2014 by Paul Feeny, Map My Plan is a platform that...

What do financial advisers want from their fund managers?

Words, words, words * Many of us spend quite a bit of time reading commentary and reports from fund managers. At times it feels like a desperate search for...

The time is right for an infrastructure boom, but who will win?

Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic....

WTW takes on fund managers over diversity

Progress on diversity across the whole investment industry has remained disappointingly slow, according to a paper from Willis Towers Watson (WTW), the global...

MDA market review: a watershed year

Managed Accounts, or Managed Discretionary Accounts (MDAs), are a relatively new investment solution available to consumers and financial advisers following...

Plans for a simpler, cheaper advice system

The Financial Services Council (FSC) is to now prepare a policy discussion (a ‘green paper’) for the industry and government, to be delivered in...

Changing your mindset

The pandemic but more importantly the economic restrictions used to limit its spread will have long-lasting impacts on the global economy. As Victoria, and...

State of the market - platforms

Building a financial advisery practice isn’t easy. From regulation to compliance, overheads to staff wages and client reporting to administration, there...

Evergreen Ratings - a new player in research

A busy year for investment researchers just got busier, with Evergreen Consulting launching its own investment research arm, Evergreen Ratings. This follows a...

Opportunity amidst the pandemic

As much as the industry is improving its professionalism, financial advice remains “cottage.” There are many providers, in many forms, located all...

Back to school - who gets the best grades?

Assume you are the global portfolio manager of the Sector Hindsight Fund. This allows you to make decisions with knowledge about equity sector performance with...

Q&A with IPO hopeful, Gefen

This week we interviewed Co-founder and Co-CEO Orni Daniel from Gefen Technologies, an Israeli-based digital distribution platform that has been initially...

Lendi Listing Looks for Loan Liftoff

Another fintech is heading for the ASX screens, with online mortgage provider Lendi poised to push “go” on an initial public offering (IPO) that...

If you can't beat them, buy them

While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the ‘dark side’, at least...