11 September 2024
Top performing advice businesses have plenty in common. But there are a few things that really move the dial when it comes to lifting the profitability of your…
Jackie Clark Director at Colonial First State
4 September 2024
Core-satellite is a common-sense investment approach typically comprised of a passive core of broadly diversified investments combined with actively managed…
Libby Newman Senior Investment Specialist, Strategy and Research – Vanguard Australia
27 August 2024
In the world of financial advice, time is not just money—it's the currency of client relationships and the key to unlocking…
James Wartho Chief Executive Officer at Fintalkr
A special production
31 July 2024
James Whelan, Managing Director of Barclay Pearce Capital’s Wealth Management Team, recently hosted HOPE Housing on the Ensombl Investment Podcast to discuss…
Evan Hinchliffe Head of Distribution, HOPE Housing Fund Management Limited
24 July 2024
Growing and scaling a wealth management business in today's fast-evolving financial landscape doesn’t require a secret…
Nick Mitchell Head of Distribution at Mason Stevens
17 July 2024
As the name suggests, a core-satellite portfolio consists of a core where most of your clients’ investments are allocated. Around the core are various…
9 July 2024
More than five million Australians are at or approaching retirement, according to Treasury. In the coming decade, millions more will joins those ranks. Yet,…
Paul Turner Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors
26 June 2024
In a world where index products are seen as commodities, it may be tempting to simply pick the one with the lowest management…
Tom Wilson Head of Equity Product, Vanguard Australia
12 June 2024
Client portals are becoming a prized item on the Australian financial adviser’s service menu, with oversight and security among their…
Stuart Alsop Head of Sales at intelliflo Australia
5 June 2024
“The most important thing in communications is to hear what isn’t being said.” That quote from the legendary management consultant Peter Drucker sums up…
29 May 2024
Brandywine Global discusses how investors are heavily positioned for US growth and how asset market outperformance and the margin for error for the United…
Anujeet Sareen Portfolio Manager, Brandywine Global
1 May 2024
As financial services, in general, become more fragmented and competitive, the quest for differentiation has led forward-thinking advisers to take a more…
Jonathan Shaw Chief Executive Officer at Moneysoft
30 April 2024
Human behavioural biases account for more investment phenomena than most professionals would like to…
Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management
24 April 2024
Much has been made of the renewed case for fixed income in recent months and appropriately so in our view. Not enough has been said however about the case for…
Jonathon Costello Client Service Executive, CFA ,Western Asset
17 April 2024
Australia faces a persistent challenge in the realm of housing affordability, with soaring prices and limited…
Jessica Ellerm Head of Investor Engagement at HOPE Housing Fund Management Limited
10 April 2024
In an era where the seamlessness of banking apps and smart home devices has become a benchmark for user experience, the realm of professional advice technology…
The transfer of wealth between generations is an important topic for many older Australians, who are increasingly seeking guidance on how their assets should…
Simon Glazier Head of Wholesale Sales at Fidelity International
3 April 2024
There is a clear appetite for advisers to act as educators, but needs vary according to client segment, financial literacy and personal preferences. Firms…
Andrew Braun General Manager - Marketing at Netwealth Investments Limited
27 March 2024
We wish we could bring better news but the prognosis for the Australian economy is not good with recession risks rising as the consumer enters a new era of…
Andrew Canobi Director at Franklin Templeton Fixed Income
20 March 2024
Segmenting can provide additional insight for firms trying to define what is important to their clients. Here, we dive into three key segments identified in…
12 March 2024
Technology evolves at lightning speed, so distinguishing between fleeting fads and genuine game-changers in the financial sector has never been more critical.…
6 March 2024
Equity portfolios offer the lure of enormous gains, but they also come with substantial risk.…
28 February 2024
One of the main roles a financial adviser plays is to give their clients licence to enjoy the thrill of retirement. A key part of that work is eliminating…
John Perri Head of TapIn & Technical Strategy at North Platform
21 February 2024
Against an uncertain market backdrop the more risk averse investor could be forgiven for moving into cash to wait for a “better” time to come back into the…
Shane Woldendorp Investment Specialist at Orbis Investment Management
