What America's $1 trillion direct indexing boom tells us about the evolution of MAsBY JOSHUA PERSKY | THURSDAY, 1 OCT 2026 2:09PM What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
 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.  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 |
Latest News
HNW clients value quality over fees: Praemium
High-net-worth (HNW) Australians who receive ongoing financial advice are more confident in their investments than those managing their wealth alone, new research from Praemium and CoreData found.
TAL launches new campaign focused on mental health
TAL has launched a new campaign, working with youth media group The Daily Aus, and partners with the AFLW, aimed at promoting mental wellbeing.
Selfwealth expands into full-fledged wealth platform
Trading platform Selfwealth has launched three managed portfolios, expanding from online brokerage into a wealth platform.
Adviser increase the 'strongest' since FY20: Padua WealthData
The number of financial advisers has risen to 15,169, with net gains of six new members this week, according to Padua WealthData's analysis.
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
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
SMSF changes unlikely to deter those seeking greater control over superannuation
HLB Mann Judd's Mitchell Markwick believes the recent changes will not slow down the rapid growth in SMSFs.
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.
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 ...
