Helping clients stay the course in volatile marketsBY LAUREN JACKSON | WEDNESDAY, 3 JUN 2026 4:11PM Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
 Five steps for using an AI strategy in your practiceAs a financial adviser, you already know generative AI is not going to take your job from you.  The wealth divide: Why Australia must re-think its 'sophisticated investor' lawsIn a country that values fairness, it's time we asked why our government's investment laws are still stacked against everyday Australians.  Defending the right to a long, comfortable retirementWhen it comes to investing, the word defensive is synonymous with fixed income and cash but equities can also display defensive characteristics.  The client fileSomething that should be relatively unambiguous is often the source of plenty of debate when licensees are looking at historical matters and responding ...  Solving the advice gap challengeIn today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...  Five steps to drive high performance in advice firmsAustralian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.  Engage: How to create enduring client relationshipsThe not-so-secret source of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...  Navigating the new transitional arrangements for financial advisers: The experienced provider pathwayThe "Experienced Provider Pathway" has been put in place to reshape the qualification requirements for existing financial advisers.  Financial controlThe term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...  Financial advice an attractive career for womenTo be strong, a profession ought to represent the community it serves, and this remains an area where we still have work to do. |
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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.
Expert Feed
Fixing the CSLR: the UK FSCS offers lessons - but not a blueprint
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Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
Let's be honest: is it a tech stack... or just a stack of tech?
Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.
At the crossroad of governance: the two choices for Australian fund managers
Internalising trustees, although lawful, weakens independent oversight and can expose a fund manager to greater risks than those outsourcing the capability ...
