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Advisers, algorithms and the coming shake-out: 2026 wealth tech predictions
AI won’t rescue advice businesses, platforms won’t stay neutral, and ASIC won’t look the other way. This sharp-eyed analysis unpacks why governance,...
Building an AI enabled advice practice: Practical use-cases you can implement now
As AI shifts from hype to hands-on utility, this article shows advisers how to deploy practical tools right now to lift productivity, sharpen client engagement...
From beginnings in software to trusted financial guide: Kiran Bhullar’s journey through Australia’s advice...
A career seemingly set in software took a distinct turn for Kiran Bhullar, as did her country of residence. Looking back, she can't imagine her life without...
What the next generation of clients expects from their adviser
Trust still matters, but so do speed, transparency and tech. Learn the expectations reshaping advice, and how to meet them without burning out.
New adviser-led firm Granite Bay targets modern, transparent wealth management
Backed by senior industry talent and a BlackRock OCIO partnership, Granite Bay is betting that the next phase of private wealth will be built by independent...
Boards, advisory groups and mentors: Building governance for a growing practice
For principals serious about building an advice business that outlasts them, this piece explains how boards, advisory groups and mentors can turn ad-hoc...
Bondholders beware: The hidden credit cost of funding the AI revolution
A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...
Biodiversity tools disagree: What Melbourne research means for adviser due diligence
When biodiversity scores can’t agree on who the worst offenders are, advisers need to know what’s really behind those glossy green numbers.
Franklin Templeton maps out 2026 private markets plays for advisers
Tap into the big structural shifts shaping the next decade, private equity secondaries, commercial real estate debt, demographic-driven real estate and...
Discounts deepen as private equity valuations tighten
Explore how a quiet revolution in private equity valuations, exits and discounts is reshaping risk, liquidity and opportunity in client portfolios.
Building reach and capability: KeyInvest’s plans for 2026
For advisers reassessing their post–Division 296 toolkit, this article explains how 147-year-old KeyInvest is methodically upgrading its people, products and...
Physics, pattern recognition and the pursuit of pure alpha
Stock markets are messy laboratories, says this physicist: rife with noise, shaped by emotion, and lacking the predictability of the natural world. But...
Third Link's fund managers look to fundamentals after a wild 2025
The Third Link Growth Fund’s managers expect 2026 to mark a return to fundamentals, with valuation discipline, earnings quality and selective stock-picking...
Japan’s second act: Masa Takeda on compounding through reform
After three decades of relative isolation, Japan is finally back in town as an equity market, as a sustained campaign on corporate governance starts to bear...
Don’t react to year-end seasonal volatility, but don't tune-out, either
The summer break is not a time to take your eye off your portfolio, but your approach should be one of review, recalibration and readjustment if necessary.
OpenInvest, Partnervest and Franklin Templeton implement three-way win platform deal
The flexibility of OpenInvest's open architecture was key to an innovative three-way deal the platform provider has signed with Franklin Templeton and...