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Structure, scale, usability: Inside a property fund built for advisers
Commercial property’s real advantage is often overlooked: income secured by lease agreements that rise steadily over time. Chris Davitt explains how the...
Alternatives demand patience, discipline and perspective
Alternatives can offer diversification benefits, but advisers need to understand client liquidity constraints and longer investment horizons. Their role in...
Back to the future of income: Why property belongs in client portfolios again
The search for income has taken advisers into new territory in recent years, from private credit to complex alternatives. According to Dexus’ John Taylor, it...
Partnerships at the centre of asset allocation in 2026
When it comes to asset allocation, LGT Wealth Management Australia's Matthew Tan believes disciplined manager selection and enduring partnerships matter more...
Why liquid alternatives are becoming a core portfolio building block
Liquid alternatives can diversify portfolios while preserving liquidity. Mishan Dahia of Atchison says advisers must focus on the role each strategy plays in...
Client first, complexity second: Graeme Bibby on making alternatives work
In a market where private markets are proliferating, Bibby argues that the ability to make complexity relatable will define the next phase of advice.
Research as the bedrock: John Hortop on building portfolios that last
Robust portfolios are not assembled from themes or market calls. They are constructed through layered research and disciplined implementation.
The human side of succession: strategy, stewardship and staying at the table
The coming succession wave will test more than asset allocation models. It will test relationships, governance and clarity of purpose.
AI’s winners and losers: why advisers should look beyond the mega-caps
While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...
Relevance, rapport and relationships: Michael Turner on winning as a next-generation adviser
Trust is not won in a single meeting, it is built in layers. Michael Turner outlines how next-generation advisers can use relevance, emotional intelligence and...
Defensive allocations in flux as hybrids exit and volatility rises
As bank hybrids fade and equity volatility returns, the traditional defensive toolkit is shrinking. In this new phase of the cycle, structure and liquidity...
Levera launches conference to highlight the operational efficiencies from outsourcing
For many advisers the biggest pain point is bottlenecks in admin that take them away from their clients. A new conference will explore how robust deployment of...
From inflation to fiscal risk: The new fault lines in global fixed income
In a market shaped by rising fiscal risk and uneven growth, Amundi’s Gregoire Pesques argues that truly global, unbiased fixed income has become a source of...
Trust, truth and time: Why advice still starts with human connection
Built on trust, truth and time, this piece explores how Regional Prosperity adviser Kane Leersen is winning clients in regional Australia by prioritising...
The great wealth handover: why advisers cannot afford to sit this one out
The greatest wealth transfer in Australia’s history is already underway, and advisers who are not actively embedded in family succession risk watching their...
The human future of advice: Will Hamilton’s vision for a transformed profession
Will Hamilton lays out a bold vision for the future of financial advice, urging the profession to embrace intergenerational wealth transfer, client experience,...