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Brilliant Investment Thinking by Advisers for Advisers.
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The AI trade is shifting from chips to Chinese platforms

AI hardware winners have already re-rated. For value investors, the next opportunity may sit in Chinese platform companies still carrying a scepticism discount.

GARP index gives advisers a new frame for offshore equity exposure

A new GARP Index gives advisers a portfolio construction tool that blends global growth, quality and valuation discipline, although currency, turnover and...

Selling an advice practice: the risk factors that matter

How do sophisticated buyers evaluate an advice practice for sale? They ignore headline multiples to analyse transition risks, scrutinizing recurring fee...

Shadow AI: why governance needs to catch up with your team

APRA’s latest letter on artificial intelligence is a timely reminder for advisers: keep experimenting but bring AI use into the open before it becomes a...

Chris Wallis says advisers need a new market playbook 

Vaughan Nelson chief executive Chris Wallis says the bigger risk for advisers is not the next headline shock, but a structural reset in liquidity, capital...

The July 1 deadline that could catch your practice off guard 

Most advisers think AML/CTF is someone else’s problem. Kit Legal’s Catherine Evans explains how ignoring it risks penalties, inefficiency, and lost...

Turning compliance into a competitive advantage

While most practices treat compliance as a burden to manage, the fix is far simpler than most advisers realise.

Efficiency isn’t growth: advice firms must rethink what ‘scaling’ really means

Link Wealth and Levera MD Steve Sloane assert that firms must fortify their operational foundations before pursuing expansion, or risk breaking the business...

Reflections on achieving scalable practice efficiency

Justin Grima of Rasiah Private Wealth Management redefines practice efficiency by prioritising intentionality and protecting high-value human connections.

FinCap taps BCA Research to launch premier private markets platform

FinCap Group partners with BCA Research to launch an institutional-grade private-markets platform in June 2026, providing Australian wealth firms access to...

Leadership lessons: purpose, process and people

Why do so many advice firms confuse management with leadership, and what does it take to build a business that lasts? Jim DeCarlo argues the answers start with...

The ongoing AML/CTF obligations many firms haven’t considered

AML/CTF compliance is not a one-off box-ticking exercise for advisers, lawyers and accountants, but a permanent discipline of spotting risk early, reporting...

How to build a high-performing offshore team without breaking culture 

Offshoring is no longer a simple cost-saving tactic for advice practices, but a strategic test of whether they can scale efficiently without compromising...

The wholesale loophole: same game, different name

While much progress has been made in the professionalism of advice, Jamie Nemtsas argues that the wholesale loophole threatens to unravel the industry.