Produced in partnership with Orbis Investment Management. Comments and policy decisions by the Trump administration have wreaked havoc on equity markets, sparking fears of a global recession. With ...

In a heightened security landscape, advice practices need to find balance between allocating capital to innovative solutions or shoring up cyber protection. Burcheart founder and managing director ...

Investing for income – known as dividend investing when applied in the sharemarket – is a strategy that involves investing for income while planning not to access the capital. Often it entails a ...

Produced in partnership with Orbis Investment Management. Growth stocks have had a stellar run, delivering some relatively easy returns for the past 20 years, however, current multiples and margins ...

Produced in partnership with Orbis Investment Management. US equities have delivered around 14-15 per cent annualised for over a decade, significantly outperforming other countries. This stellar ...

Independent Teal MP Allegra Spender believes changing the Compensation Scheme of Last Resort, implementing advice regulatory reform and fixing the education standard are “urgent” fixes for the advice ...

The following article was produced by Professional Planner and sponsored by Metrics. Common myths about private debt continue to cloud understanding of the sector to the potential detriment of ...

Advisers’ referral relationships need to be “based on trust” instead of being financially driven, as the consequence could be losing the initial client, according to research from CoreData. Financial ...

The word charter isn’t used a lot in everyday conversation but the impact and benefits of charters can be seen everywhere, particularly in professional services. The most obvious example is in ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

The best private credit managers aren’t just good at originating and structuring deals, they’re good at managing loans to repayment. Sometimes that requires taking action to manage risks in ...