The $500k pressure point and why many advice firms get stuck there

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There is a number that often comes up in conversations about advice firm revenue, and it sits around the $500,000 to $600,000 mark per adviser. It is not a hard... Read more continue reading

Is acquisition, or merger worth It?

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Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy. Generally there appears to be ... Read more continue reading

My Dealer Services expects surge in self-licensing interest in 2026

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Self-licensing specialist My Dealer Services (MDS) expects even stronger growth in 2026 as more financial advisers look to take control of their businesses and come to understand the associative risk... Read more continue reading

CPD: SMSFs, ethics and financial advice

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The appropriate establishment of SMSFs has recently come under increased scrutiny by ASIC and, at around the same time, AFCA’s Annual Review noted SMSFs elicited the highest number of investor... Read more continue reading

AI and cloud computing drive global construction boom for data centres

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The unseen forces of AI and cloud computing are never out of the news, yet behind the headlines lies a story of growth and innovation as tangible as bricks and... Read more continue reading

Adviser succession: What do buyers of financial practices look for?

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The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest... Read more continue reading

Why your advisory practice needs two marketing targets

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When considering advisory practice marketing the primary focus from most advisers is “How much should I spend to get a new client onboard?” It is a single marketing focus; just... Read more continue reading

Westpac’s $1 billion promise for women in business

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Westpac’s $500 million female entrepreneurs fund will be expanded by another $500 million to $1 billion, to further address the challenges faced by women accessing finance to start or grow... Read more continue reading

NAB Private Wealth awarded Australia’s Best Private Bank for fourth straight year

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For the fourth year running, NAB Private Wealth has been recognised as the Best Private Bank in Australia at the prestigious Global Finance World’s Best Private Bank Awards for 2025.... Read more continue reading

How do you create an “Act Now” mindset with clients?

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One of the ongoing challenges in marketing professional services is simply getting people to “act now”.  We have to overcome their lack of urgency. Because our service will still be... Read more continue reading