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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Why more women are investing, and why they're better at it than men

The pace of change may be "tepid" but more women are investing than ever, and the research confirms this benefits both individuals and the broader society....

'Tale of two halves' for advice industry showing signs of new growth

The industry's struggle to identify new talent is likely to continue, but the outflow of advisers has slowed considerably. And there are plans to source talent...

'Information overload' creating new paradigm between advisers and clients: WEF

Clients are infinitely more informed in the digital age, but that doesn't necessarily mean they know how to discern the useful information from the misleading....

Surging appetite for episodic advice validates government's DBFO plan

The government's plan to offer more flexibility around simple and scoped advice dovetails well with the advice format consumers prefer, according to new...

Investor trust in financial advice building at home and abroad

Consumer trust isn't something to be taken for granted, but reports from the UK, US and here at home are all pointing towards an uplift in trust levels around...

Industry innovates on advice access models while Govt dithers on reform

The move from Viridian and CFS to provide personal advice in a scaled manner highlights a growing willingness within the industry to fix its own problems in...

FAAA resets strategic priorities for new advice era, with growth on the agenda

The merged association has added a new core driver to its strategic objectives for the next six years, with growing the profession now a top priority. But the...