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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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.

Even long-standing clients can create unexpected AML risk

Many advisers believe long relationships are their best defence against financial crime risk. Under the new AML framework, familiarity is no substitute for...

A guidebook to niching financial advice 

Specialising in a niche market is supposed to be the shortcut to a highly profitable advice practice. The reality is more complicated: not all niches create...

Thought leadership for advisers: how to share ideas without giving away the IP

Building credibility is all about the intention and trust that comes from showing knowledge. Advisers should celebrate their intellectual property, not hide it...

The time audit: where a week in a principal's life really goes

For practice principals trying to deliver high-touch service, the gap between intention and reality raises the question of whether a time audit would help...