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Kit Legal launches AML/CTF solution for advice firms
With Tranche 2 drawing closer and institutional counterparties already testing firms’ AML maturity, Kit Legal’s new framework quietly shifts a looming...
From rock star dreams to financial clarity: A journey to purpose and independence
AI is increasingly ubiquitous, investments are becoming commoditised, but what can’t be replaced is emotional intelligence. The trusted adviser of the future...
Compo scheme leaves advisers and their clients in the lurch – again
Every time there’s a financial implosion triggering a claim on the Compensation Scheme of Last Resort, it’s the innocent left picking up the pieces. Even...
Discipline, not prediction: why trend-following could be 2026’s smartest strategy
Discipline cuts through behavioural bias; and trend-following thrives because it responds and doesn’t predict. Take a look under the hood of a systematic...
"Perfect storm" ahead for AFSLs in 2026
The next 12 months represents a significant regulatory challenge for Australian Financial Services Licensees (AFSLs). This is not a "business as usual"...
Refining portfolio risk simulations: The power of Cholesky Decomposition
Portfolio risk modelling is a critical task of advice practices, and one in which ignoring a crucial ingredient – the integrity of asset-class correlations...
OpenInvest, Partnervest and Franklin Templeton implement three-way win platform deal
The flexibility of OpenInvest's open architecture was key to an innovative three-way deal the platform provider has signed with Franklin Templeton and...
Leveraging Python automation to enhance reporting efficiency and client engagement
Client reporting remains one of the most resource-intensive processes within financial advice practices, but this task falls well within the capabilities of...
Compliance is changing, and it could the biggest growth opportunity yet
If the past year has taught us anything, it’s this: the firms that are winning trust and ultimately market share are treating compliance as strategy, not...
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...
JANA expands relationships with managed account providers
Investment consultancy JANA is on the march in the wealth market, and it sees managed accounts as a key avenue of growth.
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...
Crafting the right investment philosophy for advice practices
Advisers have traditionally thought in terms of the process, but the new model requires focus on other factors — with identity and positioning at the head of...
Lean levers: How to deploy technology to scale without sacrificing purpose
Beware the risk of thinking about tech for tech’s sake, the Investment Leaders Forum New Zealand was told. Tech is about making sure your firm is...