... adviser who would like to be profiled in our new interview series called " Ask the Expert ", please contact me on mailto:michelle[email protected]. We'd love to hear from you. Read more

When a superannuation fund calls itself a Spaceship and nobody bats an eyelid, you know you're entering a new era in retirement investing. Spaceship's debut opens a window into an emerging school of thought in superannuation. Contrary to research, the ... Read more

National advice firm Fitzpatricks Private Wealth offers a great case study on what happens when an adviser network is built based on cultural alignment. Fitzpatricks is having a cracking time fielding enquiries from practices keen to join the group. ... Read more

2017 is going to be another year for the disruptors, including managed accounts providers - but their challengers, too, are not too far behind. For the past decade, a group of financial services providers have been steadily chipping away to disrupt ... Read more

Opportunities for managed account advisers and service providers? There will be plenty. But the road is long and winding - some quick wins along the way but many will involve heavy investments upfront. The results are worth the wait. Here are my top ... Read more

The US Election is throwing up a few scenarios that would have been unthinkable only a year ago. US equities fell early this month at the increased likelihood of a Trump win while in the UK, the pound also fell when its own unthinkable - the Brexit ... Read more

It's not quite a giant leap in regulatory reform but it comes close. The end of the limited MDA no-action letter (see article) ushers in a new era and a new level of professionalism in the industry. There is a transition period for those affected and ... Read more

Many investors believe in the Cinderella story. They want a magic wand waved around their savings so they can enjoy a rags-to-riches lifestyle. But sharemarkets aren't so easily charmed by doe-eyed reindeers and singing kettlepots. If the history of ... Read more

The basic tenets of managed accounts haven't really changed much in recent years, but its appeal to financial advisers has. I remember writing my first feature article on managed accounts back in 2005. The industry experts at the time swore that that ... Read more

In a book published 10 years ago titled Blue Ocean Strategy, co-authors W. Chan Kim and Renée Mauborgne said that an effective way for a company to succeed is not to fight competitors head-on but to find uncontested space in the market. Their landmark ... Read more