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Brilliant Investment Thinking by Advisers for Advisers.
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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...

OpenInvest, Partnervest and Franklin Templeton implement three-way win platform deal

The flexibility of OpenInvest's open architecture was key to an innovative three-way deal the platform provider has signed with Franklin Templeton and...

Mapping the maze: Frameworks, due diligence and the modern alternatives landscape

Perhaps the best way to categorise alternatives isn’t through asset-class labels, but through risk factors, and function.

Evergreen and Ascalon: Purchase or pivot point? 

Investment consultancy Ascalon Capital will absorb research and ratings firm Evergreen Consultants, with the principals keen for the transaction to be seen as...

Leveraging Python automation to enhance reporting efficiency and client engagement

Client reporting remains one of the most resource-intensive processes within financial advice practices, but this task falls well within the capabilities of...