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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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...

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...