 MARK ARNOLD , JASON ORTHMAN | FRIDAY, 10 MAY 2019 The secret to making money in a capitalist system Read more  ANDREW MACKEN , CHRIS DEMASI | THURSDAY, 18 APR 2019 In the hit TV series, The Marvelous Mrs. Maisel, Miriam "Midge" Maisel - married, mother of two from the upper west side of New York City - discovers a hidden talent for stand-up comedy. Her natural, unexpected wit creates twists and turns ... Read more  ILAN ISRAELSTAM , DON HOANG | FRIDAY, 29 MAR 2019 The above quote is now referred to as Amara's 'law' and was coined sometime in the 1960s by Roy Amara, Stanford University computer scientist and long-time head of the Institute for the Future. In current times of technology disruption and ultra-fast ... Read more  DAMIEN WOOD | FRIDAY, 15 FEB 2019 It is not often you will get this writer singing the praises of our bank regulator. But the recent discussion paper released by APRA on how to increase capital to meet global standards for our major Australian banks, in our view, is not only spot on ... Read more  RANDAL JENNEKE | FRIDAY, 8 FEB 2019 For the better part of the last two years, we have been positive about the broader economic outlook, confident that improving global growth and strong corporate earnings would drive markets higher. At the same time, reasonable valuation levels only ... Read more  ROGER MONTGOMERY | FRIDAY, 25 JAN 2019 In the wake of the global financial crisis (GFC), index ETFs were meant to offer risk-averse investors a safe and easy way to gain diversification. But nine years into the global market's bull run, they appear to be pushing US tech stocks into unrealistic ... Read more  ROBERT ALMEIDA JR | FRIDAY, 18 JAN 2019 For centuries the investment industry has been plagued by storytelling and chart chasing. In the 1600s, it was tulip bulbs in the Netherlands. In the early 1700s, it was securities issued by the South Sea Company. In the 1800s, it was land certificates ... Read more  LIAM DONOHUE | FRIDAY, 14 DEC 2018 The listed Australian small companies' market is known for its significant capital growth, wealth creation and most importantly the fostering of innovative emerging businesses. It is the birthplace of many of Australia's largest companies including ... Read more  JAMES KINGHORN | FRIDAY, 7 DEC 2018 The Nikko Asset Management global equity team philosophy is based on the belief that investing in 'future quality' companies will lead to outperformance over the long term. This paper draws on academic evidence to outline the three fundamental concepts ... Read more  DAVID HOFFMAN , STEPHEN SMITH , TAD FETTER | FRIDAY, 30 NOV 2018 Global bonds: An opportune investment 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.
