From law to ethical wealth: A journey to values-driven financial advice
When Tom Robertson began his academic journey, he didn’t envision becoming a financial adviser. In fact, it was quite the opposite.
Light-bulb leads to long-term Levera leverage
It is so often the case, that a successful product or service arises from necessity. For financial adviser Steve Sloane, managing director of Link Wealth Advice, it came from a clogged-up workflow.
Aged care roots run deep in the fabric of this advice career
Like many advisers we profile for The Inside Adviser, Claudia Rigoni-Brazzale did not set out to be a financial adviser. But careers can develop in unforeseen ways.
Advisers investing time and money to protect clients from scammers
Advice firms are on the front line in combatting this nefarious activity that often targets seniors and has cost all Australians nearly $150 million this year alone.
Leadership is a craft: Jim DeCarlo on building great advice firms
Leadership in wealth management is not a fixed trait. It evolves with markets, technologies and the shifting expectations of clients and staff.
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 solutions to their financial needs.
EOFY on the horizon? Top five practical tips for advisers
The end of the financial year is here. For many it is a flurry of activity and last-minute scrambling. For financial advisers, this is the time to shine. This is the moment where the strategic foresight and proactive client service can really make a difference to the future financial wellbeing of clients. But in this rush, compliance can never take a back seat.
Versatile and robust: The renaissance of investment bonds
The resurgence of investment bonds as a strategic financial planning vehicle was laid bare in the recent insiders INPractice Online Masterclass, “The Practical Application of Investment Bonds.”
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 carving a niche as a high-conviction partner for practices seeking to thrive through precision, not scale.
The golden rules of resilience: Escala’s blueprint for advisers in volatile markets
Market volatility is not a new challenge—it’s an enduring feature of the investment landscape. But for seasoned advisers like Scott Carmichael and Ben James of Escala Partners, it’s also a recurring test of discipline. In their view, the antidote to uncertainty is not prediction, but process.
Beyond the honeypot: Why investment bonds are back in vogue for inter-generational wealth
Speaking at The Inside Network’s INPractice Masterclass, Tom Huntley of KeyInvest highlighted the resurgence of investment bonds as a flexible, tax-effective solution for intergenerational wealth transfer amid tightening super caps.
A career built on purpose, perspective and Western Australian pride
Jane Tandy’s journey through the financial services industry is a testament to purpose-driven ambition shaped by a deep connection to community. Her career began with an early appreciation for financial planning, instilled through her family’s long-standing relationship with a trusted adviser.
The common faux pas financial advisers need to avoid
Financial advisers often make unintentional mistakes that can damage client relationships and trust, according to recent research by Morningstar.
Integration the secret to unlocking the full potential of mergers and acquisitions
Growing their practices through M&A has many attractions for advice firms, but integration of the additional entity has to be thought-through carefully, writes Michael Nathanson — who should know, having bedded-down more than 300 transactions in building Focus Financial Partners.
Filling the advice gap, with the human touch optional
There is no doubt that Australia has an advice gap, and it is arguably getting worse. Digital advice stands ready to fill a big part of the gap, and it can benefit advisers as much as investors.
Individual sleeves show the portfolio tailor's skill
For financial advisers, balancing the need for personalisation with the imperative for scale has long been a core challenge. However, the use of modular portfolio design through individual sleeves is redefining this balancing act. .
From graduate to partner, by taking the road less travelled
By any measure, Christine Atencia’s career at Nexia Sydney has been one marked by clarity of purpose, quiet resilience, and deep commitment – not only to her clients, but to the legacy of her family’s sacrifices and her belief in the power of financial planning to shape better lives.
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 context, investment consultancy Atchison views portfolio construction not as a back-office function, but as a critical growth lever.
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 expense of their much larger ‘legacy’ rivals — and share investors have jumped on for the ride.
Trump-inspired market gyrations the first big test for Australia’s SMA consultants
The spectacular market gyrations of April, sparked by escalating trade conflicts, geopolitical tensions and the Presidential ‘X’ account, represent the first significant stress-test for a generation of separately managed accounts (SMAs) run by Australian asset consultants.
