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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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...