 DAN FARMER | THURSDAY, 27 NOV 2025 The gravitational pull of the United States' capital markets continues to attract global investors. Despite some unease over Washington's policy gyrations, cross-border investment in the US is at a two-decade peak. Read more  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reassess their strategic asset allocations in response to a shifting market regime, it is a good time to challenge outdated assumptions about emerging markets (EM).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 |
Latest News
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
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
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
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 ...
