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.
 SMSF scepticism - or what should you do with that property?SMSF scepticism - or what should you do with that property?  Wrestling the gorillaDespite incessant commentary to the contrary, the US economy is the strongest it has been in over 30 years  AFCA slams Dixon Advisory, opens door for over 4500 former clientsThe Australian Financial Complaints Authority (AFCA) has found against Dixon Advisory and Superannuation Services (Dixon Advisory) in a test case/lead ...  Leading with resilience shapes a positive future for the advice industryLeading with resilience shapes a positive future for the financial advice industry  The changing goals of retirementThe tide is turning on Australia's world leading retirement system. On the back of compulsory superannuation savings, Australian's have accumulated a ...  Platform switching paving a better way for clientsAlmost all financial advisers now use platforms to build and administer investment portfolios for their clients. Their use of technology, automation ...  Navigating the challenges of the claims process for the long-term benefit of your clientAs financial advisers, our role extends far beyond the financial planning focused responsibility - it is the emotional guidance we offer clients that ...  What's top of mind for advisers in 2024?Bearish predictions about the Australian property market in 2023 have turned out to be wrong, with population growth and a short supply of housing pushing ...  Caddick case reinforces professional standardsIn a class action that will most likely never go to trial, the Caddick Case reinforces the importance of professional standards within the SMSF industry.  In limbo: Robo-adviceThe fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ... |
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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 ...
