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wealth management

Latest news and analysis on wealth management

Macro

The bears are getting noisy... here are key asset allocation changes we are making

Equities may just lose their shine in the second half of 2022, pens Crestone's Scott Haslem, who in this wire shares the key tactical asset allocation changes the...
Equities

Specialist platform flows surprising to the upside

The ASX-listed specialist wealth management platforms are showing no signs of slowing momentum, with all three players delivering record net inflows over the September...
Education

6 lessons from Aussie investing legend Chris Cuffe

Very few boast a resume as illustrious and enviable as wealth management heavyweight Chris Cuffe. The industry stalwart served as the founding chief executive of...
Education

How to find the next CSL of fund managers

We all wish we had invested in CSL back in the float. Investors that did the legwork involved in finding and then backing the opportunity at its listing in 1994, would...
Education

Paul Heath: Secrets of long-term investing / Setting up Koda

Paul is Koda’s founding CEO and an experienced endowment investment committee member. Paul explains the fundamental principles of successful long-term investing, how...
Equities

A high growth opportunity in volatile times

Self Wealth (SWF) is a platform with a unique product offering that offers flat-price online broking and ancillary services. At present there are 4 separate revenue...

Used cars…… who cares? We do!

Telstra and 4 other stocks we're shorting

How has Cadence Capital Limited (ASX:CDM) performed with currency exposure and how does it look going forward?