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Individual sleeves show the portfolio tailor’s skill

For financial advisers, balancing the need for personalisation with the imperative for scale has long been a core challenge. However, the use of modular portfolio design through individual sleeves is redefining this balancing act. .

Mishan Dahia | 5th May 2025 | More
From graduate to partner, by taking the road less travelled

By any measure, Christine Atencia’s career at Nexia Sydney has been one marked by clarity of purpose, quiet resilience, and deep commitment – not only to her clients, but to the legacy of her family’s sacrifices and her belief in the power of financial planning to shape better lives.

Fran Hughes | 1st May 2025 | More
  • The hidden engine behind advisory growth

    As the wealth management landscape evolves, leading financial advisers are no longer just portfolio managers, they are strategic business operators. In this context, investment consultancy Atchison views portfolio construction not as a back-office function, but as a critical growth lever.

    Mishan Dahia | 28th Apr 2025 | More
    Smaller platforms have starred on ASX, but brokers back them to keep rising

    Since the banking and financial services royal commission, smaller, independent, specialist wealth platforms have been able to grow their market share at the expense of their much larger ‘legacy’ rivals — and share investors have jumped on for the ride.

    James Dunn | 14th Apr 2025 | More
  • Trump-inspired market gyrations the first big test for Australia’s SMA consultants

    The spectacular market gyrations of April, sparked by escalating trade conflicts, geopolitical tensions and the Presidential ‘X’ account, represent the first significant stress-test for a generation of separately managed accounts (SMAs) run by Australian asset consultants.

    Staff Writer | 10th Apr 2025 | More
    Recession jitters? Why clients need to hear from advisers now

    GFC. COVID-19. 2023… and now 2025?
    With recession fears once again dominating headlines and markets rattling investor confidence, financial advisers are being called on to do more than just manage portfolios — they are being asked to provide clarity, calm and connection.

    James Dunn | 7th Apr 2025 | More
    The dead parrot of financial planning

    In Monty Python’s famous Dead Parrot sketch, John Cleese tries to return a clearly dead parrot to the pet shop, but the shopkeeper insists it’s “just resting.” In this guest article, Adelaide adviser Richie Parsons tells why he is haunted by this sketch.

    Richie Parsons | 27th Mar 2025 | More
    From work experience to GM, the journey continues

    As a Curtin University commerce student in the early 2000s doing a financial planning major, Bree Stevens was delighted to be offered a part-time job with Perth advice firm Blueprint Wealth. She figured she could work a day a week, pick up some industry experience and get a feel for whether real-world financial planning matched the way she was starting to think about the profession from her coursework.

    James Dunn | 27th Mar 2025 | More
    Platforms rise to multi-pronged set of challenges

    The advice community is being well-serviced by platforms, according to the research house Investment Trends’ 2024 Platform Competitive Analysis & Benchmarking Report.

    Nicholas Way | 20th Mar 2025 | More
  • The six mistakes investors (and advisers) make

    There’s nothing like a market correction to trigger a crisis in confidence for investors and advisers alike. Having been rewarded for taking on more risk and allowing ever-greater levels of concentration to creep into portfolios, a widespread, Trump-driven sell-off is beginning to bring diversification back into focus again.

    Drew Meredith | 20th Mar 2025 | More
    50 for 50: A journey through advice and investment

    An imminent big-milestone birthday has the Brilliant Investment Group (BIG) executive chair thinking about what he’d like to see this year.

    Jamie Nemtsas | 7th Mar 2025 | More
    Receiving and giving back drives the advice career path forward

    What do you do when you finish high school? “Go with your strengths,” Peta Nunn’s school careers counsellor told her. So, she found herself in a maths degree at university. But something didn’t feel right.

    James Dunn | 6th Mar 2025 | More
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