Reporting Season Update March 2024

Following on from the reporting season, Co-Founder and Portfolio Manager Bruce Williams has provided a brief overview of the recent results and what that indicates for the portfolio positioning. Read more

Elston expands team westward to meet growing demand

This week EAM announced that Adelaide based manager Jarrad Sundqvist was joining the team to support the increasing growth in the SA and WA markets. Read more

Are your clients jumping into wholesale investing without a safety net?

A growing number of Australian investors are losing some protections of the law, under an exception to financial services regulations. Read more

Best funds of 2023 stick with bitcoin, big tech bets

The Australian Financial Review has recently named Elston Australian Emerging Leaders in their top performers 2023. Read the article to find out more. Read more

Directing the matrix: Meeting the advice needs of high net worth clients

HUB24 announced the launch of a new whitepaper, ‘Directing the matrix: meeting the advice needs of high net worth clients’. Read now to get insights from Elston Head of Philanthropic Services Susan Chenoweth and many other experienced advisers. Read more

The case for investing in familiar territory (and 2 ASX stock ideas)

Investing in what you are passionate about, or even what you consume everyday, can give you an edge. Find out what local stock Elston Co-Founder Bruce Williams has in mind. Read more

How to implement managed portfolios in your business

What should advisers think about as they move to managed portfolios? Elston Head of Adviser Services Mark Smith shared his views on how to successfully make the transition. Read more

LiveWire Live 2023:
Are we still The Lucky Country?

We all know Australia is the lucky country, but could it soon be the luckiest? Elston Co-founder Andrew McKie believes it may be possible, and advisers need to take heed. Read more

6 shocking predictions for 2024 and beyond

Andrew McKie joined 5 other industry leaders at LiveWire Live 2023 as they presented their shocking prediction for the future. What did he predict? And is it good news or bad news? Read more

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