Editor's Choice
Escala launches alternatives platform
Escala Partners will launch a dedicated end-to-end alternatives investment platform.
AFCA highlights 'pattern of delays' in super
AFCA's latest Systemic Issues Insights Report found delays, poor communication with regulators and IT disruptions that must be addressed.
Acenda forms innovation function to create new insurance propositions
Acenda, created pending the merger of MLC Life Insurance and Resolution Life Australasia, has formed an innovation function led by a Suncorp veteran.
MFS expands Australian offering with contrarian strategy
The MFS Global Contrarian Equity Trust invests in large-cap companies experiencing controversy or in transition.
Products
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!