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Technical and academic portfolio construction doesn’t always suit the real world. Rob Thompson outlines factors advisers can consider to firmly focus their clients’ inves...

Margo Lydon says positive leadership is key to managing workplace mental health issues in the wake of the financial services Royal Commission....

Christian Obrist makes the case for international equities and outlines how investors can get them into their portfolios....

The scuttlebutt had been in the industry for weeks, but Outsider still noted the element of surprise when Westpac announced that it was largely getting out of personal ad...

As the May Federal Election looms ever closer, Outsider notes that the polls are suggesting that it remains pretty much a two-horse race, with one particular horse carryi...

Outsider wonders where his old mate Brad Cooper will turn up when he finally exits Westpac after well over a decade with the big banking group....

Anastasia Santoreneos asks whether, as responsible investing proves to be more than just a fad, investors should be opting to divest from troublesome companies or remain ...

As financial planners increasingly choose the self-licensed path, Anastasia Santoreneos discusses the perks of being licensed under a dealer group with Citadel Wealth’s f...

Oksana Patron writes that while fixed income assets serve as a good portfolio stabiliser, geopolitics and the US/China trade war have rocked the market, with some experts...

Does the Royal Commission’s call for a compensation scheme of last resort represent treating the symptoms rather than the disease? That is a question posed by Infocus We...

Just short of 20 years after beginning their adventure in wealth management, the major banks have all headed for the exit, leaking billions of dollars. ...

Minh Ly breaks down the new means testing rules for lifetime income streams, which have now been legislated by Parliament....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

2 days 23 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

6 days 20 hours ago
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