 MARK KNIGHT | THURSDAY, 20 JAN 2022 Despite all the recent talk on the rise of passive investment strategies, their active counterparts have been steadily compounding outperformance in the wake of the worst effects of the COVID 19 pandemic. Read more  CAMPBELL HARVEY | FRIDAY, 3 DEC 2021 Global sustainable funds, as identified by Morningstar, rose to a record US$ 2.2 trillion in the second quarter of 2021, up from US $1.7 trillion a year earlier, or growth of 35% in a year. Read more  PAUL BENSON , MANUEL HAYES | WEDNESDAY, 28 JUL 2021 The fallout from the Global Financial Crisis set off a sea change in fixed income markets. The rise in electronic trading, a growing roster of liquidity providers, and efficient market completion tools are but a few of the changes that have positively ... Read more  KANIKA SOOD | THURSDAY, 27 MAY 2021 If a security were to rise from 97 cents to $70,000 in 10 years, it would be hard for a financial adviser to not get calls from clients asking about it. Read more  MONIK KOTECHA | WEDNESDAY, 10 MAR 2021 Megatrends and disruption are not mutually exclusive, but inexorably entwined. Disruption is now playing a stimulant role to what has been going on for many years in pervasive global megatrends. Read more  ANDREW WILSON | FRIDAY, 5 FEB 2021 People often ask why interest rates are so low, what is a negative interest rate and when will rates rise again. This paper explains the economics behind low interest rates, considers what Australia's central bank, the Reserve Bank of Australia (RBA) ... Read more  PETER HARPER | FRIDAY, 11 DEC 2020 Core exposures form the foundation of an investor's portfolio. Key attributes of these exposures are longevity, value and the ability to meet asset allocation objectives. Exchange-traded funds (ETFs) are compelling investment vehicles for core exposures ... Read more  ANGUS GLUSKIE | FRIDAY, 6 NOV 2020 Closed-ended investment entities such as listed investment companies (LICs) or listed investment trusts (LITs) have a fixed capital. When investors seek to reduce their investment in a LIC or LIT, they sell their shares/units on an exchange like the ... Read more |
Latest News
Inheritance dissatisfaction an advice opportunity: Report
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers.
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Aged care reforms pushed to November
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
