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Brilliant Investment Thinking by Advisers for Advisers.
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High performance under pressure is the same, wherever you see it

Cooper Cronk knows all there is to know about nailing your performance on the sporting field. And he sees the same high-pressure execution in his new interest,...

Light-bulb leads to long-term Levera leverage

It is so often the case, that a successful product or service arises from necessity. For financial adviser Steve Sloane, managing director of Link Wealth...

Leadership is a craft: Jim DeCarlo on building great advice firms

Leadership in wealth management is not a fixed trait. It evolves with markets, technologies and the shifting expectations of clients and staff.

The strategic case for centralised investments

The wealth management industry is undergoing a profound transformation, with change arriving through many vectors. Decentralised advice models, in which...

Nothing off the table as wealth consultants face shake-out: JANA

The first shots have been fired in a transformation of a “cottage industry” wealth industry that is being forced by clients demanding more sophisticated...

Swimming with FIS: Navigating the data ocean

The investment industry has a problem: it is drowning in a digital ocean of data. From a regulatory point of view, advisers need to collect a huge (and...

EOFY on the horizon? Top five practical tips for advisers

The end of the financial year is here. For many it is a flurry of activity and last-minute scrambling. For financial advisers, this is the time to shine. This...

Genium’s playbook for a changing advice landscape

As the financial advice sector grapples with structural upheaval, shrinking adviser numbers and rising client expectations, Genium Investment Partners is...

The golden rules of resilience: Escala’s blueprint for advisers in volatile markets

Market volatility is not a new challenge—it’s an enduring feature of the investment landscape. But for seasoned advisers like Scott Carmichael and Ben...

Built for advisers: Inside Mercer’s scalable and tailored portfolio platform

In a market environment marked by growing complexity, evolving client needs and tighter margins, the ability to design investment portfolios that are both...

Assetora builds a platform for growth in alternatives

With a couple of difficult years receding in the rearview mirror, reconstituted investment platform company Assetora is enjoying having only the normal...

The common faux pas financial advisers need to avoid

Financial advisers often make unintentional mistakes that can damage client relationships and trust, according to recent research by Morningstar.

Integration the secret to unlocking the full potential of mergers and acquisitions

Growing their practices through M&A has many attractions for advice firms, but integration of the additional entity has to be thought-through carefully, writes...

Filling the advice gap, with the human touch optional

There is no doubt that Australia has an advice gap, and it is arguably getting worse. Digital advice stands ready to fill a big part of the gap, and it can...