News.
Merge, don’t submerge – making better decisions about mergers
July 14, 2025
At a time of consolidation in the wealth advice industry, mergers are getting plenty of attention. We’re big believers that mergers can be a powerful way to develop scale quickly.
Three key themes shaping the Australian wealth management industry – the “So What?” for financial advice businesses
June 11, 2025
It’s a great time to be running a financial advice business – but emerging themes of consolidation, new advice models and value chain disruption will have implications for practices. What’s the “so what?” of these key themes that wealth management participants need to be aware of?
Three key themes driving the shape of the wealth management industry
April 28, 2025
How industry consolidation, the Golden Trifecta and an historically out of whack value chain might shape the Australian wealth management industry.
Alternatives and Private Assets Usage by Financial Planners
March 18, 2025
We recently conducted an in-depth survey with 20+ high quality Australian independent financial planning practices to understand better their current and likely future use of alternative and private assets investments in their client portfolios.
We are GrowthByDesign
March 12, 2025
We are delighted to announce the formation of a new consulting group, GrowthByDesign, created to fill the gap between the large global practices and the one-person former industry executives shops.