Escalating social and demographic changes to the traditional client base, together with the unabated adoption of digital delivery, are transforming the provision of next generation platforms, products, services and advice across the Australian wealth ... Read more

Impact investing is a global phenomenon, gaining momentum and focus around the world. A number of international initiatives have emerged to trigger the development of impact investing globally and locally. Read more

Ben Budge is the Association of Financial Advisers (AFA) rising star for 2014. But above all, he is a trusted adviser. Building a trusting relationship with every single one of his clients is at the core of Budge's philosophy. Through My Wealth ... Read more

Research conducted by the Aite Group1, in the US, found that only 30% percent of wealth management businesses regard the client onboarding process as an opportunity to create competitive differentiation. Read more

Managed accounts have been accelerating in popularity in the past few years with funds under management (FUM) estimated at over $15 billion and there is much industry anticipation that their rate of growth will accelerate further. Read more

While international investments have the potential to deliver real benefits, they are also exposed to currency fluctuations. Currency can turn a loss into a profit - or vice versa. Fortunately, with the right strategy, you can not only manage currency ... Read more

In recent times it would seem that relying on the tenets of traditional investment theory has become an excuse for fund managers and investment advisers to be lazy and apathetic. Many advisers rely on Efficient Market Hypothesis, diversification theory ... Read more

With ASX's launch of its new smart order routing system and the go-live of Chi-X in Australia, it is clear that the Australian trading landscape is going through a period of rapid transformation and re-alignment. In this paper, Grob discusses how Australia ... Read more

Short-termism is a pandemic that continues to flourish unchecked within financial markets, resulting in significant long-term economic costs to investors. This research paper, co-authored by Jason Orthman, portfolio manager/analyst for Hyperion, examines ... Read more

This Inalytics paper quantifies how misleading track records are as an indicator of skill. We provide evidence that even fund managers with no skill in stock picking have still been able to have positive track records against the standard Australian ... Read more