Superannuation  SEAN GRAHAM | FRIDAY, 20 JUN 2025 This article is based on insights shared during the live streamed webinar 'How forward thinking practices are redesigning their approach to contemporary retirement advice', hosted by Challenger on 9 April 2025, featuring Sean Graham, managing director ... Read more  JULIE STEED | FRIDAY, 20 MAR 2026 Getting the value of assets correct can help clients to manage tax, social security and aged care outcomes. In this article, we explore these common areas of advice and the valuation considerations. Read more Ethics & Governance SEAN GRAHAM | FRIDAY, 27 JUN 2025 Financial abuse rarely introduces itself. It does not always come with signs you can tick off on a checklist. But it is more common than most people realise- and growing fast. Read more Applied Financial Planning  JANET MANZANERO-CARUANA | FRIDAY, 20 FEB 2026 Blended families introduce unique emotional and financial challenges that require careful consideration. Read more |
Latest News
Esencia merges with HNW advice practice
|A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
