 Marcello Bertasso Head of Underwriting & Claims Management, PPS Mutual Insurance Pty Ltd
MARCELLO BERTASSO | TUESDAY, 16 JUN 2026 The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark". Read more MARCELLO BERTASSO | FRIDAY, 6 DEC 2024 As the cost-of-living crisis continues in Australia, people are under more financial pressure and need to stay in the workforce longer. When life takes an unexpected turn, such as illness or injury, the stakes become higher. Read more PAGE: 1 |
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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.
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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
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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 ...
