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How to build a high-performing culture when your team is no longer all in one office

If your team is scaling faster than your culture, this is the leadership conversation you need to be part of at the Investment Leaders Forum in Noosa.

Trust, truth and time: Why advice still starts with human connection

Built on trust, truth and time, this piece explores how Regional Prosperity adviser Kane Leersen is winning clients in regional Australia by prioritising...

Low morale in advice firms: causes, warning signs and what principals can do

Low morale rarely starts loudly, and this article shows advice firm principals how to spot the early warning signs, understand the real causes, and take...

The modern PD day: Blending technical, soft skills and wellbeing for your team

In a world of shrinking adviser numbers and rising client demands, the modern PD day has become a strategic weapon that shapes not just technical competence,...

When ‘low-risk’ isn’t no-risk: the AML/CTF lessons professional advisers can’t ignore

With AML/CTF regulation expanding in 2026, Catherine Evans dismantles the dangerous myths that low-risk clients and good intentions are enough to keep...

Merchant takes minority stake in Infinity as advice M&A accelerates

US-backed Merchant’s minority investment in Infinity highlights why well-governed advice businesses are attracting strategic capital as consolidation,...

From principal-centric to team-led: Letting go without losing control

The hardest transition for advice-practice founders isn’t stepping back, it’s realising that delegation, not control, is the true engine of long-term...

Advisers, algorithms and the coming shake-out: 2026 wealth tech predictions

AI won’t rescue advice businesses, platforms won’t stay neutral, and ASIC won’t look the other way. This sharp-eyed analysis unpacks why governance,...

Building an AI enabled advice practice: Practical use-cases you can implement now

As AI shifts from hype to hands-on utility, this article shows advisers how to deploy practical tools right now to lift productivity, sharpen client engagement...

What the next generation of clients expects from their adviser

Trust still matters, but so do speed, transparency and tech. Learn the expectations reshaping advice, and how to meet them without burning out.

New adviser-led firm Granite Bay targets modern, transparent wealth management

Backed by senior industry talent and a BlackRock OCIO partnership, Granite Bay is betting that the next phase of private wealth will be built by independent...

Visualising risk and return: Building the efficient frontier with simple Python tools

How advisers can use Python-based portfolio simulation to illustrate diversification, show where a client sits versus the efficient frontier, and explain the...

Practice websites need a new focus

The advice practice website has always done one job well: confirming a decision already made. Search behaviour and AI discovery are creating a second job, and...

Turning CPD into competitive advantage: How to build a learning practice

A strategic learning culture is no longer a compliance nicety but a decisive competitive advantage, showing advisers how turning CPD into a purposeful,...