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Brilliant Investment Thinking by Advisers for Advisers.
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Boards, advisory groups and mentors: Building governance for a growing practice

For principals serious about building an advice business that outlasts them, this piece explains how boards, advisory groups and mentors can turn ad-hoc...

Building reach and capability: KeyInvest’s plans for 2026

For advisers reassessing their post–Division 296 toolkit, this article explains how 147-year-old KeyInvest is methodically upgrading its people, products and...

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...

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...

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...

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...

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...

Genium’s playbook for a changing advice landscape

As the financial advice sector grapples with structural upheaval, shrinking adviser numbers and rising client expectations, Genium Investment Partners is...

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...

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...

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...