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Brilliant Investment Thinking by Advisers for Advisers.
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A guidebook to niching financial advice 

Specialising in a niche market is supposed to be the shortcut to a highly profitable advice practice. The reality is more complicated: not all niches create...

Designing a signature client experience: mapping every interaction that matters

The research is clear: client loyalty is not accidental. A high-quality experience, backed by consistent messaging, is what keeps clients engaged for decades.

Built to deliver, not to scale: the growth dilemma for advice

Scaling your practice involves much more than relying on your best advisers to be your growth engine. Building a system for sales is the next opportunity for...

The human side of succession: strategy, stewardship and staying at the table

The coming succession wave will test more than asset allocation models. It will test relationships, governance and clarity of purpose.

Client segmentation: The key to efficiency, scale and satisfaction

Client segmentation across communication and experience could be the key to achieving scale, efficiency and satisfaction.

Trust, truth and time: Why advice still starts with human connection

Built on trust, truth and time, this piece explores how Regional Prosperity adviser Kane Leersen is winning clients in regional Australia by prioritising...

What the next generation of clients expects from their adviser

Trust still matters, but so do speed, transparency and tech. Learn the expectations reshaping advice, and how to meet them without burning out.

New adviser-led firm Granite Bay targets modern, transparent wealth management

Backed by senior industry talent and a BlackRock OCIO partnership, Granite Bay is betting that the next phase of private wealth will be built by independent...

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...