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The benefits and challenges of a long-short equity strategy

BY   |  FRIDAY, 13 JUN 2025    2:49PM
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The distinction between wholesale and retail clients is a fundamental part of the financial services laws. The continuing increase in retail client regulation ...

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Have you noticed how every other day it seems there is a new call for advisers to be individually licensed, as if individual licensing is a panacea to ...

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To be frank, the way in which financial advice is presented to consumers today is so old school.

Lessons for fixed income investors from the GFC

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This September marked the 10-year anniversary of the collapse of Lehman Brothers, which was regarded as the focal point of the global financial crisis ...

Finding the financial planning licensing sweet spot

LIFESPAN FINANCIAL PLANNING
With the heat temporarily dissipated on the debate about the best way to regulate financial advisers following the handing down of Commissioner Hayne's ...

All fees are conflicted

STANFORD BROWN GROUP
"All fees are conflicted. Every fee is conflicted in its own way" - Tolstoy (sort of).

Sponsored: Wealth - where to next?

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As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control.

What performance tables cannot tell you

RAINMAKER INFORMATION
Managed funds performance tables tell a story, but it's a partial story. There's a lot they leave out.