Blending alpha-seeking, factor and indexing strategies: A new framework (Part one)BY JEAN BOIVIN, LISA O'CONNOR, SIMONA PARAVANI-MELLINGHOFF | VOLUME 13, ISSUE 4 Blending alpha, factors and index Our empirical work can be applied in a variety of contexts, no matter the investor's portfolio construction preference. A few key factors ... Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
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Advisers to cop additional $190m CSLR levy
The Compensation Scheme of Last Resort (CSLR) has increased the estimated FY27 levy to be paid by all financial services sub sectors to $198.1 million, a $60.7 million increase from its initial estimate announced in November 2025.
WT Financial bets on scaling advice practices
WT Financial (WTL) is betting on scaling advice practices by consolidating its Hubco strategy, under which it is selling its consumer-facing subsidiaries to its first Hubco investment, Titan Advice Group (TAG).
AAT shortens financial adviser's five-year ban
Financial adviser Christian Henry has scored a partial win in reducing ASIC's five-year ban on providing personal financial advice to three years upon appeal.
Nominations open for the 2026 Power50
Nominations for the 2026 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding service to clients and the wider community.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
A governance dashboard is not a governance framework
Research houses are now offering monitoring tools to the licensees who use their ratings. The tools are useful. They do not discharge the governance obligation ...
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Genetic testing reform is here. What advisers need to do next
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