Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
+0.37%
S&P
+0.21%
AUD
$0.70

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,...

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...