PULKIT SHARMA

Expert Analysis

Investors may know they need an allocation to alternatives, writes David Lebovitz, Jason DeSena and Pulkit Sharma, but knowing which ones to include is less clear-cut....

image
Funds management

Investors concerned about the illiquidity of real assets should be reassured longer periods of investment could lead to higher returns as real assets are identified as th...

image
Tools & guides

With many fixed income options yielding less than 0%, core alternatives can provide stable income with a low correlation to equities, writes Pulkit Sharma and Jason DeSen...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 6 days ago