 ALISTAIR COWAN | FRIDAY, 14 NOV 2025 Asset allocation is the process of distributing capital across various investment asset classes, such as equities, bonds and real assets, to optimise the balance between risk and return in an investment portfolio. Read more  VINCENT STRANGES | FRIDAY, 3 OCT 2025 The proposed Division 296 tax [an additional 15% tax on superannuation earnings above $3 million], put forward in 2024, was to add a new layer of complexity to an already complicated landscape. Read more  ROBERT MOORE | TUESDAY, 23 SEP 2025 Many institutional investment portfolios have substantial exposure to corporate risk-either through ownership of corporates via listed and unlisted equities, or as lenders to corporates via corporate credit exposures. Read more  GRANT WEBSTER | FRIDAY, 15 AUG 2025 As investors reassess their strategic asset allocations in response to a shifting market regime, it is a good time to challenge outdated assumptions about emerging markets (EM). Read more  CHRIS IGGO | FRIDAY, 8 AUG 2025 Fixed income markets provide investors with an abundance of tools to adapt portfolios in the face of heightened economic and policy uncertainty. Read more  JASON RIX , ROBERT MOORE | THURSDAY, 31 JUL 2025 Convertibles, once prized for diversification and equity upside, have underperformed traditional credit sectors like high yield bonds in recent years. Read more  BENOIT ANNE | FRIDAY, 25 JUL 2025 The global consumer remains a key driver of economic resilience, alleviating concerns of a severe growth shock despite elevated policy uncertainty, ongoing trade conflicts, and rising fiscal deficits. Read more  BOB CUNNEEN | FRIDAY, 4 JUL 2025 Recent events have cast a glaring spotlight on the US Federal Government's debt position. Read more  PETER MOUSSA | FRIDAY, 11 APR 2025 The Australian dollar versus the US dollar exchange rate faces several headwinds in 2025. Read more |
Latest News
Advised clients more satisfied despite heightened costs: Report
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.
First Guardian victims advance in case against InterPrac
The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000.
Frontier Advisers brings Segal Macro, LCP partnership to close
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership.
Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
