31 March 2025
Generational Wealth in Australia refers to the financial assets, property, and businesses transferred between generations of…
Felipe Araujo Chief Executive Officer at Generation life
For years, the debate around active versus passive investing has raged on. And over the past decade, passive strategies have gained popularity thanks to their…
Eric Marais Investment Specialist & Head of Client at Orbis Investments
24 March 2025
Launched by OpenAI in late 2022, the generative artificial intelligence chatbot was the first large language model service to promote large-scale awareness of…
Josh Ratnarajah Co-Founder at Paradino
A special production
20 March 2025
For decades, financial advice meetings have been dominated by dense, compliance-heavy documents—100-page behemoths packed with jargon, endless tables, and…
Aaron Cooper Chief Executive Officer at LivePreso
19 March 2025
As your client’s investment portfolio grows, so do their capital gains tax (CGT) obligations — often becoming increasingly complex. Navigating these…
Douglas Morris Chief Executive Officer at Sharesight
14 March 2025
When digital advice first launched in Australia, providers were constantly asked .. “So you offer Robo-Advice?” To which the reply was always: Most…
George Haramis Chief Executive Officer at MoneyGPS
30 January 2025
As a financial advisor, mastering the skill of risk management is crucial in delivering exceptional results for your clients.…
23 January 2025
Ask a financial adviser to name some of the most common pain points in their business and the amount of time spent on administrative tasks often tops the…
Alex Gassner Co-Founder at Paradino
21 January 2025
2024 was the year of the equity market rally that could. Despite pockets of (often extreme) volatility over the course of the year, both local and global…
James Waterworth Director of Wealth at BlackRock Australia
13 December 2024
The US equity rally so far shows no signs of slowing down, and in the wake of the US election results the S&P 500 has been sent to new…
9 December 2024
Investing is not just about numbers; it’s about people. The decisions investors make are often influenced by emotional and cognitive biases, which can…
Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management
20 November 2024
With the US election result having provided some welcome clarity to markets, focus now shifts to the broader macro environment as we head into 2025.…
4 November 2024
Three basic ingredients will help make you a successful investor: a defined strategy, discipline and time.…
Chris Hestelow Senior Investment Specialist at Allan Gray Australia
30 October 2024
With so many plug-and-play tools available, many advisers find themselves piecing together solutions that don’t quite…
Vincent Holland Co-founderPlutosoft
24 October 2024
We all know that the great majority of working Australians cannot afford the increasing cost of traditional comprehensive…
4 October 2024
Most successful journeys start with a plan. A journey to digital maturity is no different, it needs a well-defined plan that is based on sound judgement and…
Andrew Braun General Manager - Marketing Netwealth Investments Limited
2 October 2024
Digital transformation is a challenge for many advice firms, but some businesses do it better.…
26 September 2024
New technology has the potential to transform a financial advice business, from giving clients richer information about their goals and progress to helping…
Jovana Djordjevic Director of Customer Success at intelliflo
Managed accounts are a popular and efficient way for advisers to offer investment solutions to their clients, thanks to their transparency, control, and…
Matthew Cho Head of Multi-Asset Solutions at Vanguard Australia
23 September 2024
For most of your clients the 60-90 minutes of your annual review is where they will see the value of your services for the entire year and will determine…
Hans Egger Managing Director at AstuteWheel
Australia has a proud history of innovation, with world-changing inventions like Wi-Fi, Cochlear implants, Google Maps, and Black Box flight recorders all…
Evan Hinchliffe Head of Distribution, HOPE Housing Fund Management Limited
23 August 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
22 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
29 July 2024
The way people experience financial advice is constantly…
David Pritchard Executive Director at Colonial First State
