Practice Growth
Practice management insights for Australian financial advisers on running, growing, and improving advice businesses.
- Abbey Minogue
- Adrian Juergens
- Amanda Mark
- Angus Hill
- Ashley Ryburn
- Ben Walsh
- Bob Desmond
- Catherine Evans
- Chris Tucker
- Complii
- Contributor
- Cooper Cronk
- Cristina Lee
- Danni Le Grande
- David Chaplin
- Drew Meredith
- Eleece Quilliam
- Fran Hughes
- Giselle Roux
- Greg Bright
- Helen Nan
- HMC Capital
- Ishan Dan
- Jacquelyn Mann
- James Dunn
- Jamie Nemtsas
- Jaxon King
- Jaylen DeCarlo
- Kevin Pelham
- Lachlan Buur-Jensen
- Lachlan Maddock
- Laurence Parker-Brown
- Lisa Uhlman
- Luke Laretive
- Michael Armitage
- Michael Nathanson
- Mishan Dahia
- Nicholas Way
- Nicki Bourlioufas
- Nigel Baker
- Owen Raszkiewicz
- Penny Pryor
- Sean Graham
- Simone Haslinger
- Staff Writer
- Steve Sloane
- Tahn Sharpe
- The Inside Adviser
- Traci Bartlett
- Ye Peng
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...
Compliance is changing, and it could the biggest growth opportunity yet
If the past year has taught us anything, it’s this: the firms that are winning trust and ultimately market share are treating compliance as strategy, not...
From protection to empowerment: The evolving language of value in advice
Every few years, a report comes along that forces advisers to rethink how they articulate their worth. Russell Investments’ 2025 Value of an Adviser Report...
The ghost in the machine: How Australia's financial advice framework protects everyone except consumers
The Compensation Scheme of Last Resort (CSLR) levy notices arrived quietly in advisers' inboxes this year, like parking fines for someone else's car crash. For...
Accountability is the new gold: Building an advice firm for the long game
After 25 years leading 24k Wealth, Russell Mann reflects on the lessons, leadership, and legacy that turned a small joint venture into one of Queensland’s...
JANA expands relationships with managed account providers
Investment consultancy JANA is on the march in the wealth market, and it sees managed accounts as a key avenue of growth.
Building Providend: A journey of purpose, people and principles
When you don't know what you don't know, that doesn't scare you. Chris Tan can afford to be horrified now at what he didn't know when setting up his...
Crafting the right investment philosophy for advice practices
Advisers have traditionally thought in terms of the process, but the new model requires focus on other factors — with identity and positioning at the head of...
Lean levers: How to deploy technology to scale without sacrificing purpose
Beware the risk of thinking about tech for tech’s sake, the Investment Leaders Forum New Zealand was told. Tech is about making sure your firm is...
Elephant leans on Shield/First Guardian dam wall, cracks it
Macquarie Investment Management has bowed to ASIC pressure and agreed to compensate fully the $321 million in losses its super fund members lost in the...
Solving the adviser shortage starts in the regions
As the financial advice industry battles to attract new entrants and stabilise adviser numbers, the advice gap in regional Australia is laden with bigger...