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Elephant leans on Shield/First Guardian dam wall, cracks it
Macquarie Investment Management has bowed to ASIC pressure and agreed to compensate fully the $321 million in losses its super fund members lost in the...
Solving the adviser shortage starts in the regions
As the financial advice industry battles to attract new entrants and stabilise adviser numbers, the advice gap in regional Australia is laden with bigger...
No more discussion: REs and managed funds must act on ASIC’s compliance-plan review
ASIC has uncovered widespread failings in the compliance frameworks of responsible entities (REs) overseeing nearly $1 trillion in managed funds. Firms have...
Bridging the gap between people and platforms: Why tech change fails in advice firms
Most advice firms don’t fail because of bad technology. They fail because humans are messy.
Sharper advice, stronger portfolios: Python-powered fund monitoring
In today's dynamic financial landscape, effective portfolio management is essential for investors seeking to optimise returns while managing risk. Harnessing...
High performance under pressure is the same, wherever you see it
Cooper Cronk knows all there is to know about nailing your performance on the sporting field. And he sees the same high-pressure execution in his new interest,...
If we built the industry anew, research wouldn’t look like this
Financial advisers rely on the research and ratings provided by the major research houses when putting together their clients’ portfolios, but it's a flawed...
Using real estate in portfolios to create the right balance between income and illiquidity
Investors have a deep affinity with real estate, but how to classify it within a diversified portfolio is sometimes a dilemma.
Seeing the unseen: The reptilian solution to portfolio drift and risk blindness
Picture this: you're overseeing 100 client portfolios – each one shaped by a unique blend of risk preferences, drawdown tolerances, and investment...
Light-bulb leads to long-term Levera leverage
It is so often the case, that a successful product or service arises from necessity. For financial adviser Steve Sloane, managing director of Link Wealth...
Advisers investing time and money to protect clients from scammers
Advice firms are on the front line in combatting this nefarious activity that often targets seniors and has cost all Australians nearly $150 million this year...
Python in the AI era: A strategic asset in modern investment management
The programming language Python is quickly becoming an essential tool in investment management, enabling analysts and portfolio managers to perform complex...
Leadership is a craft: Jim DeCarlo on building great advice firms
Leadership in wealth management is not a fixed trait. It evolves with markets, technologies and the shifting expectations of clients and staff.
The strategic case for centralised investments
The wealth management industry is undergoing a profound transformation, with change arriving through many vectors. Decentralised advice models, in which...