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| | | Financial advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData. The average number of clients per practice has increased ... |
| | | | ... opportunities to build more flexible portfolios, as demand for active strategies accelerates globally. Speaking at the Advisers Big Day Out in Wollongong, JPMAM ETF specialist Stefania Vivarini said advisers now have access to a much broader range of ... |
| | | | ... portfolio construction as market volatility, inflation and longevity risks reshape retirement planning. Speaking at the Advisers Big Day Out in Wollongong, Real Asset Management distribution director Rhys Leitch said the investment environment had changed ... |
| | | | Australia has retained its AAA sovereign credit rating form S&P Global, with the ratings agency citing the nations sound fiscal position, modest public debt and strong institutional settings despite heightened global uncertainty. S&P reaffirmed the ... |
| | | | ... artificial intelligence (AI) and structural economic shifts require more dynamic portfolio construction. Speaking at the Advisers Big Day Out in Wollongong, BlackRock model portfolio solutions lead Tatiana Bernard said investors should distinguish between ... |
| | | | ... inflation risks and changing market dynamics require greater focus on real assets and private credit. Speaking at Advisers Big Day Out in Wollongong, La Trobe Financial director of wealth solutions Michael Watson said investors should avoid relying on ... |
| | | | The Super Members Council (SMC) said half a million teen workers across Australia will miss out on $411 million in super this financial year due to the current exclusion if they work part-time. The SMC said the outdated law is prohibiting around 530,000 ... |
| | | | Despite only accounting for less than 10% of the total complaints lodged, investment and advice complaints have seen the steepest increase in FY26, data from the Australian Financial Complaints Authority (AFCA) shows. AFCA received a record 119,949 ... |
| | | | Bigger funds demand bigger capabilities. As Australia's super sector moves towards the trillion-dollar era, custodians are stepping out of the shadows and into a more strategic role, with data stewardship, private markets expertise and AI capability ... |
| | | | ... today," Padowitz said. "If you shouldn't put all your eggs in one basket, what do you do with one basket and one very big egg?" Padowitz said investors increasingly believed that they were diversified because they owned multiple asset classes, when ... |
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