 PETER MOUSSA | FRIDAY, 11 APR 2025 The Australian dollar versus the US dollar exchange rate faces several headwinds in 2025. Read more  CHAMATH DE SILVA | FRIDAY, 14 FEB 2025 It is fair to say that 2024 came to be defined by the final few months, where the US political election, growing fiscal risks, and an ever-resilient US economy sent benchmark global yields higher, despite the start of rate cuts from several major central ... Read more  JULIAN BIGGINS | FRIDAY, 1 NOV 2024 The last few years has been challenging for traditional real estate investment. Read more  MACQUARIE BANK | FRIDAY, 4 OCT 2024 With the cash rate at its highest in over a decade and ongoing investor uncertainty about financial markets, the focus on cash allocations is growing. Given the higher yields now available, there could be an opportunity cost to holding idle cash. Read more JULIAN BIGGINS | FRIDAY, 13 SEP 2024 Real estate is a fundamental asset class in any portfolio, and many investors have exposure through their primary residence. As an asset class real estate has consistently been a wealth creator over generations due to its finite supply, particularly ... Read more  TIM TOOHEY | FRIDAY, 30 AUG 2024 Remember when the RBA consistently referred to the buffer of 'excess savings' accumulated during the post-COVID period? Read more  MATTHEW LANDY | FRIDAY, 12 JUL 2024 For many investors, two years of higher inflation and central bank rate hikes may have seemed like an endurance test - replete with elevated market uncertainty and high volatility. Read more  BETASHARES | WEDNESDAY, 24 APR 2024 There could be significant advantages to including some low-cost equity beta in client portfolios. But how do you add value beyond tracking the broad index? Read more BETASHARES | THURSDAY, 11 APR 2024 The results are in - 21 years of data, and passive usually beat active. The SPIVA scorecard comes of age this year. Read more |
Latest News
Entireti, Otivo enter strategic alliance for digital advice
Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum."
Wealth management has never looked better: Knox
Appearing at the Stockbrokers and Investment Advisers Association (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it could still be better.
Alternatives spark 'real' opportunities for HNW advisers
There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend.
Advice bodies want efficiency, long-term solutions from Mulino
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering Better Financial Outcomes (DBFO) will be prioritised.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
