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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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...

No more discussion: REs and managed funds must act on ASIC’s compliance-plan review

ASIC has uncovered widespread failings in the compliance frameworks of responsible entities (REs) overseeing nearly $1 trillion in managed funds. Firms have...

Bridging the gap between people and platforms: Why tech change fails in advice firms

Most advice firms don’t fail because of bad technology. They fail because humans are messy.

Clients want confidence, control – not just returns: Russell

While implementing an investment strategy that dovetails with an investor’s life goals is always critical, new research reveals they place at least as much...

High performance under pressure is the same, wherever you see it

Cooper Cronk knows all there is to know about nailing your performance on the sporting field. And he sees the same high-pressure execution in his new interest,...

Light-bulb leads to long-term Levera leverage

It is so often the case, that a successful product or service arises from necessity. For financial adviser Steve Sloane, managing director of Link Wealth...

Leadership is a craft: Jim DeCarlo on building great advice firms

Leadership in wealth management is not a fixed trait. It evolves with markets, technologies and the shifting expectations of clients and staff.

The strategic case for centralised investments

The wealth management industry is undergoing a profound transformation, with change arriving through many vectors. Decentralised advice models, in which...

Nothing off the table as wealth consultants face shake-out: JANA

The first shots have been fired in a transformation of a “cottage industry” wealth industry that is being forced by clients demanding more sophisticated...