 JAY SIVAPALAN | FRIDAY, 14 NOV 2025 Geopolitical issues are currently having a heavy influence on economic and market outcomes. Global tectonic shifts are occurring in the areas of trade, defence, energy, technology-and more. Read more  LEWIS TAIE | THURSDAY, 11 SEP 2025 More experienced investors and advisers are considering using options, in particular collar strategies, to provide cost-neutral downside protection. Read more  MICHAEL PRICE | THURSDAY, 11 SEP 2025 The Australian market is an interesting one when it comes to dividends, particularly as it is extremely concentrated in terms of who pays out the dollars. Read more  SABIL CHOWDHURY | FRIDAY, 18 JUL 2025 When managing money in a world full of uncertainty, diversification is more important than ever. Read more  LUCAS KLEIN | FRIDAY, 13 JUN 2025 After more than a decade of outperformance, US stocks have come to dominate many equity portfolios, as enthusiasm for artificial intelligence (AI) propelled Magnificent 7 (Mag 7) tech stocks higher and US growth outpaced peers. Read more  ROSS CARTWRIGHT | FRIDAY, 16 MAY 2025 The value of portfolio resilience can be underappreciated at times, but it is a critical component of the investment process. Read more  DAMIEN BUCHET | FRIDAY, 14 MAR 2025 Emerging market debt (EMD) has garnered increasing attention from investors for many years. Read more  DANIEL TOMASELLI | FRIDAY, 14 FEB 2025 This paper introduces a framework to analyse the impact of the rising adoption of artificial intelligence (AI) technologies on the commercial real estate environment. Read more  PETER NIELSEN | WEDNESDAY, 15 JAN 2025 With wealth increasingly shifting towards individual investors, it is only natural for private equity to follow suit. Read more  GIANPAOLO PELLEGRINI | MONDAY, 18 NOV 2024 Unlocking the private credit sweet spot. Read more |
Latest News
Family businesses turn to external chief executives: Deloitte
While family members will largely remain at the helm of family businesses post-succession, a Deloitte Private report anticipates a meaningful shift globally, with more businesses preferring outside professionals to step into the chief executive roles.
MST Financial broadens services to Alder & Partners
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research.
Australia welcomes 25k to millionaires' club: UBS
Australia's club of millionaires jumped by 25,000 last year thanks to booming property values and fat superannuation balances, according to the latest UBS Global Wealth Report.
Family office succession takes back seat to investments
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
Further Reading
Cover Story
Generation next
JAMES GOWING
FINANCE DIRECTOR
GOWING BROS LTD
FINANCE DIRECTOR
GOWING BROS LTD
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.
Expert Feed
What I told a room of financial advisers about divorce
A little while ago, I was invited to present a continuing professional development seminar to nearly 500 qualified financial advisers. The topic? Ethical ...
It's a commodities supercycle, but not as you know it
At present, three major megatrends are converging to potentially initiate a prolonged supercycle in commodities over the next 25 years.
How your clients can start leaving a legacy now
Philanthropic giving often comes up in client conversations about estate planning - a time when clients are thinking about the legacy they will leave.
The complexities executives face before retirement
Executives facing retirement after long careers carry a unique set of psychological, relational, and planning complexities that ripple far beyond money.
