Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
+0.37%
S&P
+0.38%
AUD
$0.70

The hidden engine behind advisory growth

As the wealth management landscape evolves, leading financial advisers are no longer just portfolio managers, they are strategic business operators. In this...

Smaller platforms have starred on ASX, but brokers back them to keep rising

Since the banking and financial services royal commission, smaller, independent, specialist wealth platforms have been able to grow their market share at the...

Recession jitters? Why clients need to hear from advisers now

GFC. COVID-19. 2023… and now 2025? With recession fears once again dominating headlines and markets rattling investor confidence, financial advisers are...

Platforms rise to multi-pronged set of challenges

The advice community is being well-serviced by platforms, according to the research house Investment Trends’ 2024 Platform Competitive Analysis &...

ASIC right to get to grips with private markets

The release of a landmark report by corporate and financial regulator the Australian Securities and Investments Commission (ASIC) into the nation’s rapidly...

SOA much more to advice than just the statement

“Everyone has a plan until they get punched in the face.” While not known for his financial advice, Mike Tyson’s famous quote likely resonates with those...

Like Melbourne weather, adviser education standards change again

Not happy with the government's settings on adviser education standards? Well, wait five minutes and they'll change. Is the latest change a return to the bad...

Levera filling the missing link for Tasmanian advice firm

Melbourne-based Link Wealth Group has acquired its fourth advice practice, buying a majority stake in Hobart-based full-service financial advisory firm, Sky...

Good roadmap needed for updated AML law

In September last year, the Australian government fixed a glaring anomaly in the country’s laws, under which Australia had embarrassingly fallen short of...

When risk rises, stick to the plan

A sound investment framework and coherent plan is always advisable, but it's particularly important when markets are gyrating.

Why a regional base is a 'superpower' for this advice firm

Despite the success of this regional advice firm, advisers like Kane Leersen aren't out to rule the world. Instead, they have an ambition to "grow by good" by...

Data and technology the key growth (and risk) areas for advice in 2025: EY

While firms are focusing on improving their operational capability and leveraging good technology to make their practice more efficient, this ambition needs to...

FAAA slams 'almighty go-slow' on CSLR/Dixons inquiry

While the second tranche of DBFO reforms remain stuck in parliamentary mud, an inquiry into the CSLR design and Dixons Advisory scandal is already falling...

Regulatory pendulum has 'swung too far': FSC

As a result of reform failures, the industry and its consumers are now enduring the "costly overhang" of poor regulatory design and regulation, the council...