Australia’s wealthy hit record $4 trillion as Trump tariffs trigger caution beyond Covid levels

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LGT Wealth Management’s 2025 State of Wealth Report shows record high-net-worth growth, a $2.26 trillion wealth transfer already underway, rising allocations into private markets and sustainable investments, and a greater... Read more continue reading

CFS 2025 Advice Practice Profitability Report shows advisers’ growth ambitions outpace capacity, but platform efficiency is closing the gap

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Australia’s financial advice practices want to serve more clients but are constrained by capacity and process inefficiencies, according to the 2025 Advice Practice Profitability Report, commissioned by Colonial First State... Read more continue reading

Fund managers accelerate action on biodiversity in ESG policies

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Biodiversity is rapidly emerging as a core component of Environmental, Social and Governance (ESG) policies among fund managers, reflecting growing recognition of its financial and systemic implications. Recent analysis of... Read more continue reading

Franklin Lexington Private Equity Secondaries Fund receives second ‘Recommended’ rating

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Franklin Templeton Australia[1] is pleased to announce that the Franklin Lexington Private Equity Secondaries Fund has been awarded a ‘Recommended’ rating by Lonsec. Lonsec cited the manager’s “extensive track record... Read more continue reading

It’s much worse than you think: interim research findings show a deepening advice practice data and implementations crisis

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Elemnta has released interim research results revealing a significantly deeper-than-first-estimated capacity crisis facing Australia’s financial advice sector. The interim results reveal that data and implementation inefficiency are emerging as two... Read more continue reading

Advisers eye small caps amidst rising valuation concerns

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Amidst heightened uncertainty and stretched valuations, advisers are turning to small caps to boost portfolio returns, according to Fidante’s latest Adviser Markets Survey released last Friday. The research, which surveyed... Read more continue reading

Ellerston Mid Cap Opportunities Fund earns inaugural ‘Recommended’ rating from Lonsec

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Ellerston Capital has received a strong endorsement from research house Lonsec, with its newly launched Ellerston Mid Cap Opportunities Fund achieving a “Recommended” rating in its inaugural review. According to... Read more continue reading

Model portfolios and the evolution of advice

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State Street Investment Management has released some new research on the way Australian and US investors and financial advisors are using model portfolios.  Data was collected from 250 individual investors... Read more continue reading

Superannuation taxes and death benefit considerations lead advice conversations

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The future of superannuation has been in the spotlight in adviser conversations with clients over the past two quarters. The still unlegislated Division 296 for high super balances continues to... Read more continue reading

Australian CEOs outpace global peers in economic optimism as work-from-home outlook u-turns, KPMG global survey finds

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CEOs are increasingly optimistic on the growth prospects of the Australian economy over the next three years, despite a backdrop of global economic uncertainty, according to KPMG International’s annual CEO... Read more continue reading