 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reassess their strategic asset allocations in response to a shifting market regime, it is a good time to challenge outdated assumptions about emerging markets (EM).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
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
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.
