Do market downturns really lead to down years? 

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This week’s move – with the S&P 500 approaching 2026 highs – is a timely reminder of how markets process uncertainty. Even amid heightened geopolitical tension, markets have once again

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Global Investor Study reveals what clients truly value in their advisor relationships

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Key findings Client trust at record levels: Advisors enjoy unprecedented loyalty, with industry NPS hitting 77.7. Peace of mind matters most: When asked how they measure value, clients ranked a “sense of

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Dimensional appoints Senior Investment Director to its Australia business

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Dimensional Fund Advisors, a global leader in asset management, has appointed Slava Platkov as Senior Investment Director within its Investment Solutions Group. For more than 40 years, Dimensional has been

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Dimensional extends ETF suite in Australia

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Global asset manager Dimensional Fund Advisors, the world’s largest issuer of actively managed exchange traded funds (ETFs), has extended its suite of equity ETFs on the Australian Securities Exchange (ASX)

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According to young investors, progress toward goals matters most

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Key takeaways Research demonstrates that serving younger clientele leads to higher growth for advisory firms. Younger investors measure the performance of their investments based on progress toward their goals and

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Dimensional launches ETFs in Australia

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Global asset manager Dimensional Fund Advisors, the world’s largest issuer of actively managed exchange traded funds (ETFs), today will launch ETFs in the Australian market to support those financial professionals

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Dimensional expands sustainability solutions for NZ

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New Zealanders seeking global investment solutions that target measurable sustainability goals without sacrificing broad diversification, efficient tax management and higher expected returns now have additional access to the systematic strategies

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Returns to the Office

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The post-pandemic working-from-home trend and the impact of rising interest rates in many countries have focused media attention on what all this might mean for commercial property investment. If you

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From Skynet to ChatGPT: AI and its investment implications

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If you were to poll strangers on what comes to mind when they hear the term AI (artificial intelligence), I suspect the two most likely answers would be Skynet or

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Compliance the major focus for advice firms

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Managing compliance and regulatory changes has emerged as the number one operational challenge for Australian financial advice firms in a major new global survey of the financial planning industry by

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