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Brilliant Investment Thinking by Advisers for Advisers.
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Abbey Minogue: stop perfecting your marketing and start doing it

Capital Outcomes account director Abbey Minogue argues most advice practices are overthinking their marketing and underestimating the cost of inaction. Here is...

Are these ten costs eating into your advice firm's profitability?

Australian advice firms are facing rising AFSL operating costs across ten key pressure points, from regulatory levies and PI insurance to compliance labour,...

Are you running your advice practice on empty? Take this test.

Adviser capacity management is rarely a single breaking point. This diagnostic helps advice principals identify where their practice actually sits before...

AML obligations are coming for financial advisers on 1 July. Are you ready?

Australia AML obligations for financial advisers expand on 1 July 2026. Routine tasks like setting up an SMSF or holding account authority may now trigger...

The 10 attributes of elite capital raisers

Drawing from decades of industry experience, Stephen Robertson reveals how elite capital raisers leverage purpose, resilience, and consultative selling to win...

Client communication for financial advisers: Where trust is won or lost

Trust is what all advisers seek, but without effective communication, it's very difficult to attain.

Advice firm valuation: ten non-financial factors that drive multiples

Dr. Craig West outlines the ten non-financial levers, from owner dependence to compliance history, that sophisticated buyers use to determine an advice...

The referral strategies Australian advisers are actually using to scale

Most advice practices leave money on the table by relying on luck. High performers build structured referral relationships with professional partners, using...

Advice firm culture: Why it matters and how advisers can measure it

Advice firm culture shapes everything from staff retention to client outcomes. Here is how financial advice practices can measure it, improve it and turn it...

Income at home, growth abroad: the case for a more deliberate global tilt

Sarah Gonzales argues the structural case for global equities has strengthened, but passive allocations are not as neutral as they appear.

Advice firm governance: how growth changes risk and responsibility

Effective AFSL governance must scale alongside your advice practice. As headcount and regulatory complexity rise, relying on informal oversight creates...

Portfolio construction in a regime of greater choice and dispersion

For advisers building growth portfolios around a domestic equity and fixed income core, Esencia's Chris Forrest is direct: the toolkit has expanded...

The interest rate question advisers should be asking right now

RBA’s prolonged high-rate cycle, not single hikes, drives portfolio strategy; Datt urges focus on duration, quality earnings, capital preservation, and...

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.