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Brilliant Investment Thinking by Advisers for Advisers.
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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.

GARP index gives advisers a new frame for offshore equity exposure

A new GARP Index gives advisers a portfolio construction tool that blends global growth, quality and valuation discipline, although currency, turnover and...

Selling an advice practice: the risk factors that matter

How do sophisticated buyers evaluate an advice practice for sale? They ignore headline multiples to analyse transition risks, scrutinizing recurring fee...

Shadow AI: why governance needs to catch up with your team

APRA’s latest letter on artificial intelligence is a timely reminder for advisers: keep experimenting but bring AI use into the open before it becomes a...

The July 1 deadline that could catch your practice off guard 

Most advisers think AML/CTF is someone else’s problem. Kit Legal’s Catherine Evans explains how ignoring it risks penalties, inefficiency, and lost...

Turning compliance into a competitive advantage

While most practices treat compliance as a burden to manage, the fix is far simpler than most advisers realise.

Efficiency isn’t growth: advice firms must rethink what ‘scaling’ really means

Link Wealth and Levera MD Steve Sloane assert that firms must fortify their operational foundations before pursuing expansion, or risk breaking the business...

Reflections on achieving scalable practice efficiency

Justin Grima of Rasiah Private Wealth Management redefines practice efficiency by prioritising intentionality and protecting high-value human connections.

FinCap taps BCA Research to launch premier private markets platform

FinCap Group partners with BCA Research to launch an institutional-grade private-markets platform in June 2026, providing Australian wealth firms access to...

Leadership lessons: purpose, process and people

Why do so many advice firms confuse management with leadership, and what does it take to build a business that lasts? Jim DeCarlo argues the answers start with...