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Brilliant Investment Thinking by Advisers for Advisers.
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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.

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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.

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IN Conversation with Colin Campbell

This week I caught up with the CEO of Carnbrea & Co, Colin Campbell to have a chat about his colourful career and the outlook for Carnbrea and the Private...
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Planning body offers guidance on file notes

The Financial Planning Association (FPA) this week released guidance on best-practice approaches to file note records to support more transparent and detailed record-keeping. The changes come in response to consumer...
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Managed account boom reflects diverse industry

The 12th edition of the Managed Accounts Report, a joint effort between State Street Global Advisers and Investment Trends, was released this week, with the results offering powerful insights into a fast-evolving financial...
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MDA market review: a watershed year

Managed Accounts, or Managed Discretionary Accounts (MDAs), are a relatively new investment solution available to consumers and financial advisers following recent advances in platform technology. MDAs have evolved to a...
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Plans for a simpler, cheaper advice system

The Financial Services Council (FSC) is to now prepare a policy discussion (a 'green paper') for the industry and government, to be delivered in 2021, following the release of a...
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