 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reassess their strategic asset allocations in response to a shifting market regime, it is a good time to challenge outdated assumptions about emerging markets (EM).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  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 |
Latest News
Advisers expect growth despite uphill challenges
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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 global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
How to distinguish strong regional markets from regional growth stories
Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
