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Brilliant Investment Thinking by Advisers for Advisers.
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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,...

Boards, advisory groups and mentors: Building governance for a growing practice

For principals serious about building an advice business that outlasts them, this piece explains how boards, advisory groups and mentors can turn ad-hoc...

Marketing that feels authentic: Strategies for advisers who don’t like ‘selling’

For advisers who hate “selling”, this piece shows how to grow your practice with marketing that feels like genuine help, not hype.

Building a brand that grows with you

Referrals will only take you so far: discover why Australia’s best-performing advice firms are doubling down on niche, personal brand and digital presence to...

Building reach and capability: KeyInvest’s plans for 2026

For advisers reassessing their post–Division 296 toolkit, this article explains how 147-year-old KeyInvest is methodically upgrading its people, products and...

Kit Legal launches AML/CTF solution for advice firms

With Tranche 2 drawing closer and institutional counterparties already testing firms’ AML maturity, Kit Legal’s new framework quietly shifts a looming...

From rock star dreams to financial clarity: A journey to purpose and independence

AI is increasingly ubiquitous, investments are becoming commoditised, but what can’t be replaced is emotional intelligence. The trusted adviser of the future...

Compo scheme leaves advisers and their clients in the lurch – again

Every time there’s a financial implosion triggering a claim on the Compensation Scheme of Last Resort, it’s the innocent left picking up the pieces. Even...

Discipline, not prediction: why trend-following could be 2026’s smartest strategy

Discipline cuts through behavioural bias; and trend-following thrives because it responds and doesn’t predict. Take a look under the hood of a systematic...

"Perfect storm" ahead for AFSLs in 2026

The next 12 months represents a significant regulatory challenge for Australian Financial Services Licensees (AFSLs). This is not a "business as usual"...

Refining portfolio risk simulations: The power of Cholesky Decomposition

Portfolio risk modelling is a critical task of advice practices, and one in which ignoring a crucial ingredient – the integrity of asset-class correlations...