Tahn Sharpe

Managing Editor at The Inside Network

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Articles

Why a regional base is a 'superpower' for this advice firm

2 months ago | insideadviser.com.au | Tahn Sharpe |Abbey Minogue

Kane Leersen certainly doesn’t buy into the concept that operating in a regional city is a hindrance for a professional services firm. “It’s the other way around,” he says. “Being regionally based is a superpower, because you’re part of a community.”By background, Leersen is a fifth-generation shearer from the tiny western Victorian locality of Yeo, just outside the town of Colac, 150 kilometres south-west of Melbourne.
Viola nabs high-profile family office adviser Angus Mann

2 months ago | insideadviser.com.au | Abbey Minogue |Tahn Sharpe

The movement of advisers at the top end continues, with Viola Private Wealth adding another high-profile adviser to its ranks less than two months after bringing on rugby league personality Cooper Cronk to attract wealthy athlete clients. This week Viola announced the signing of Angus Mann from Mutual Trust, the country’s largest multi-family office. Mann keeps a low profile but is well respected in family office circles and carried a client book worth close to $500 million at Mutual Trust.
Data and technology the key growth (and risk) areas for advice in 2025: EY

2 months ago | insideadviser.com.au | Tahn Sharpe |Abbey Minogue

While the shift to artificial intelligence, better data integration and overall optimisation of technology in advice practices is predicted to be a growth driver in 2025, the same areas may also be the greatest source of risk according to prognostications from Rita Da Silva, Oceana wealth and asset management leader at professional services firm EY.
FAAA slams 'almighty go-slow' on CSLR/Dixons inquiry

2 months ago | insideadviser.com.au | Tahn Sharpe |Abbey Minogue

The Financial Advice Association has urged the government’s advisory body to speed up work on its scheduled inquiry into the Dixons Advisory scandal and associated cost blowouts in the Compensation Scheme of Last Resort. Last year Treasury announced that an inquiry and report into the CSLR and “challenges to its ongoing sustainability”, with particular reference to the Dixon Advisory collapse, would be handed in by the Economics References Committee by the last sitting day of March.
ETFs soar on face value and market performance, despite elevated risks

2 months ago | insideadviser.com.au | Tahn Sharpe

The rise of passive investing continued in 2024, with another year of healthy market returns fuelling a further $33.49 billion of cash inflows from investors in Australia alone. Both domestically and abroad, the continuation of strong market returns has further fortified the conviction of retail and institutional investors alike that ETFs are the investment tool de jour for this generation.
Women investing better than men as gap between the sexes narrows

Jan 14, 2025 | thegoldentimes.com.au | Tahn Sharpe |Jamie Nemtsas |Jon Glass

Gender inequality is rife in the investment economy, but women’s participation in investment markets is increasing worldwide. While the pace of change is incredibly slow, and innumerable barriers remain in place, women are not only investing more but they’ve proven to be consistently better at it than men. Development towards broader gender parity is “tepid”, says the World Economic Forum (WEF) managing director Saadia Zahidi, and not always linear.
'Information overload' creating new paradigm between advisers and clients: WEF

Dec 11, 2024 | insideadviser.com.au | Tahn Sharpe

Increasing levels of information symmetry are changing the relationship dynamic between financial advisers and their clients, with highly-informed clients forcing advisers into conducting more responsive, two-way relationships than in previous eras, when information was less broadly available to the public. Rather than telling clients what they need to know, advisers are engaging with their clients and helping them understand the deluge of information available.
Surging appetite for episodic advice validates government's DBFO plan

Dec 11, 2024 | insideadviser.com.au | Tahn Sharpe

New research from Investment Trends has confirmed not only that millions of Australians want financial advice, but that over 50 per cent of potential advised clients prefer one-off, episodic advice to ongoing holistic advice. According to the 17th annual edition of the Investment Trends Australian Financial Advice Report a record 16.4 million Australians indicate a need for guidance on finance-related matters, and 10.2 million adults plan to seek a financial adviser.
Secondaries come first for some investors: Pantheon

Dec 11, 2024 | insideadviser.com.au | Tahn Sharpe

Private equity secondaries is a niche area of PE that is growing in popularity, but there is a good argument that it should not be niche at all: in many ways, it has more attractive attributes for investors than PE as most people know it, Charlotte Morris, partner at London-based private markets investor Pantheon, told The Inside Network’s Alternatives Symposium.
Getting clear on senior secured loans, without the myths

Dec 11, 2024 | insideadviser.com.au | Tahn Sharpe

Every asset class has an immediate association, a first impression that sticks in investors’ collective minds and potentially lingers, rightly or wrongly, as its hallmark. Equities are risky, for example, while bonds are boring. For senior secured loans, which exist in the private credit world, the knock is opacity. Yet the myths that are sometimes associated with senior secured loans are mostly just legacy impressions that don’t really apply in the contemporary sector.