GAIA Annual Conference (Sweden) 2023

The GAIA Annual Conference in 2023, held in Stockholm, was a resounding success following the previous year’s triumph in Montreal. The central theme of the conference was the future and how member firms could position themselves to effectively manage client expectations while adapting to key challenges such as demographic changes, wealth transfer, the rise of […]

GAIA Annual Member Meeting, 2023

Written by Michael Aitken, Founder and Chairman, Magus Wealth This year’s GAIA Annual Conference and Study Tour are being held in Germany (Berlin and Munich) and Sweden (Stockholm). It follows the very successful conference and study tour in Canada last year. This year’s theme All GAIA firms are leaders in their local markets, so it […]

GAIA Montreal conference, September 2022

GAIA Montreal Conference 2022

Tradition would have it that all GAIA firms meet annually, but Covid put paid to this for 2020 and 2021. This pause on “business as usual” made the GAIA Montreal Conference 2022 that much more special. There was a palpable sense of anticipation for what was about to unfold over the three days. The conference […]

GAIA Canadian study tour

The McClelland Financial Group office

One of the central tenants of GAIA is to learn from each other but also to embrace opportunities to discover best practice outside the GAIA community. In September 2022, nine GAIA firms had the rare opportunity to visit two non-GAIA firms and one GAIA firm. We gathered in Toronto, having travelled from as far afield […]

GAIA annual member meeting, 2022

GAIA Annual Member Meeting 2022

We are excited to announce the Annual GAIA Conference will be taking place in Canada this September. Due to Covid, this is the first time we have gathered in person since the Australian/Sydney GAIA Conference in 2019 – there is a palpable sense of anticipation to continue our learning, share best practice, meet up with […]

Promises and fallacies of ESG investing

ESG Investing

For the second quarterly gathering of 2022, Lacey Heubel, Head of Responsible Investment at Dimensional, spoke to the group on ESG investing (investing subject to environmental, social and governance factors). ESG investing offers four promises to investors: Lacey considered each of these in turn and considered the extent to which it fulfils them. The difficulty […]

Hybrid work is a trend that is here to stay

Although the most obvious effects of Covid 19 were on people’s health, no one ever guessed the consequences that a pandemic would have on the world of work. The prolonged isolation to which citizens were subjected in various parts of the world caused work from home to become widespread and people’s priorities to change, which, […]

Changing cultures

GAIA changing cultures

February saw the GAIA Members Conference take place virtually, continuing on from the travel constraints of COVID. Members were privileged to be joined by the Chairman of Sewells Business Transformation Specialists, Dr William Holden, who delivered his keynote speech on Changing Cultures. Dr Holden presented why having the right culture is vital to business success […]

Expected returns and asset allocation

GAIA expected returns

The greatest unknown for any investor if what return they can reasonably expect to receive on their investments into the future.  There are an infinite number of variables that can impact investment returns. For example, the graphic below shows the range of returns over different time periods for a portfolio adopted by many Australian investors […]

Certified B Corporations: building new companies for a new world

GAIA B Corps

Josefa Monge, executive president of Sistema B in Chile, spoke to GAIA partners to explain what a purpose-driven company is. The ability to overcome traumatic situations is perhaps one of the most surprising attributes of the human being. Resilience is the word that defines this capacity of people, and the covid-19 pandemic has outlined a […]