Editor's Choice
Prime Financial Group buys Lincoln Indicators
|The ASX-listed wealth manager is acquiring Lincoln Indicators, expanding its presence in the high-net-worth and self-managed super spaces.
Coller Capital hires from L1 Capital
|Coller Capital appointed a new director for its private wealth team who recently finished up at L1 Capital.
MSCI, Moody's launch private credit risk tool
|MSCI and Moody's Corporation have partnered to launch an offering that assesses risks for private credit investments.
Warakirri adds kiwifruit aggregation to farmland fund
|Warakirri Asset Management has added a 200-hectare aggregation of three orchards, mainly kiwifruit, with some nashi and corella pears as well as jujubes, to its farmland fund.
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Expert Feed
The gatekeeper fallacy: A critical analysis of financial advice regulation in Australia
The current regulatory framework for financial advice in Australia rests on a fundamental misconception that threatens both consumer protection and industry ...
How family shapes our financial futures
It doesn't take our 100+ years of collective wealth management experience to know that intergenerational wealth is a hard problem.
A tale of two conflicting PBRs
What happens if a spouse survives the death of the member but dies before payment has been made?
From red tape to results? DBFO's potential
With only around 15,480 financial advisers in the country at last count, and 800 Australians retiring every day, the profession is facing a severe shortage ...
Featured Profile
Paul Heath
CHIEF EXECUTIVE OFFICER
KODA CAPITAL PTY LTD
KODA CAPITAL PTY LTD
Koda Capital chief executive and founding partner Paul Heath grew up a stone's throw from the company's chair Steve Tucker in Perth. Their eventual collaboration gave rise to one of Australia's premier independent wealth management firms. Andrew McKean writes.
It's not only our investment strengths and volumes that we should promote. Personal longevity planning is unique to Australia and as a digital service can significantly add to the value and impact of the whole super process, here and overseas. There must also be other local capabilities and services like this that we should be preparing to promote. Let's start getting ready!