A guidebook to niching financial advice
Specialising in a niche market is supposed to be the shortcut to a highly profitable advice practice. The reality is more complicated: not all niches create...
Built to deliver, not to scale: the growth dilemma for advice
Scaling your practice involves much more than relying on your best advisers to be your growth engine. Building a system for sales is the next opportunity for...
The four things that actually matter in wealth management firm-building
Wealth management firms do not stall because of bad strategy or weak portfolios. They stall because they never build a real demand engine. This is a clear-eyed...
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...
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...
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...
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...
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...
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...