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Volume 13
Issue 1
Issue 2
Issue 3
Issue 4

Latest News

Federal Court lifts Merhi's travel ban

KARREN VERGARA
Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Nominations open for the 2026 Power50

STAFF WRITER
Nominations for the 2026 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding service to clients and the wider community.

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA
Mancell Financial Group (MFG) founder Peter Mancell has retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania.

Netwealth expands Morgan Stanley mandate

KARREN VERGARA
Amid expanding its stockbroking and private wealth capabilities, Netwealth has been picked by Morgan Stanley to provide a platform solution to its Australian wealth business.

Videos

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Cover Story

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Sacha Burchgart

Advice with soul

SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
READ MORE

Expert Feed

MORE EXPERT FEEDS
Anna Morrison
Anna Morrison
Managing Director
bfinance Australia

Secondaries: Handling a double-edged sword

Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
READ MORE
Damon Callaghan
Damon Callaghan
Partner, Investments
ECP Asset Management

Is software dead?

ECP Asset Management's Damon Callaghan explains the fate of software companies suffering from the 'SaaSpocalypse' that was triggered by the rise of AI.
READ MORE
Joe Akiki
Joe Akiki
Managing Director
Vertex Investment Services

A governance dashboard is not a governance framework

Research houses are now offering monitoring tools to the licensees who use their ratings. The tools are useful. They do not discharge the governance obligation ...
READ MORE
Brett Evans
Brett Evans
Managing Director - EMEA
Atlas Wealth Management

The global advice gap: why expat clients are harder to serve than they appear

Many Australians are building wealth abroad before ultimately returning home for retirement.
READ MORE

Industry Events

MORE INDUSTRY EVENTS
JUL
21

Advisers Big Day Out - Cairns 

JUL
23

Advisers Big Day Out - Sunshine Coast 

JUL
24

Advisers Big Day Out - Gold Coast 

JUL
28

Advisers Big Day Out - Hobart 

JUL
30

Advisers Big Day Out - Geelong 

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