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The six-trillion-dollar misunderstanding: Why lawyers can’t run a data business
Modern wealth creation is a data business: signal, probability, optimisation at scale. Our regulators need a mindset shift if they are going to adapt to the...
How to build a high-performing culture when your team is no longer all in one office
If your team is scaling faster than your culture, this is the leadership conversation you need to be part of at the Investment Leaders Forum in Noosa.
Low morale in advice firms: causes, warning signs and what principals can do
Low morale rarely starts loudly, and this article shows advice firm principals how to spot the early warning signs, understand the real causes, and take...
The modern PD day: Blending technical, soft skills and wellbeing for your team
In a world of shrinking adviser numbers and rising client demands, the modern PD day has become a strategic weapon that shapes not just technical competence,...
When ‘low-risk’ isn’t no-risk: the AML/CTF lessons professional advisers can’t ignore
With AML/CTF regulation expanding in 2026, Catherine Evans dismantles the dangerous myths that low-risk clients and good intentions are enough to keep...
From principal-centric to team-led: Letting go without losing control
The hardest transition for advice-practice founders isn’t stepping back, it’s realising that delegation, not control, is the true engine of long-term...
Advisers, algorithms and the coming shake-out: 2026 wealth tech predictions
AI won’t rescue advice businesses, platforms won’t stay neutral, and ASIC won’t look the other way. This sharp-eyed analysis unpacks why governance,...
Building an AI enabled advice practice: Practical use-cases you can implement now
As AI shifts from hype to hands-on utility, this article shows advisers how to deploy practical tools right now to lift productivity, sharpen client engagement...
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...
Visualising risk and return: Building the efficient frontier with simple Python tools
How advisers can use Python-based portfolio simulation to illustrate diversification, show where a client sits versus the efficient frontier, and explain the...
Turning CPD into competitive advantage: How to build a learning practice
A strategic learning culture is no longer a compliance nicety but a decisive competitive advantage, showing advisers how turning CPD into a purposeful,...
Marketing that feels authentic: Strategies for advisers who don’t like ‘selling’
For advisers who hate “selling”, this piece shows how to grow your practice with marketing that feels like genuine help, not hype.
Building a brand that grows with you
Referrals will only take you so far: discover why Australia’s best-performing advice firms are doubling down on niche, personal brand and digital presence to...
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...