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.
 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 ...  Why coaching has profound effects in financial adviceAs specialist recruiters in the financial planning industry, Recruit 2 Advice provides professional behavioural profiling in our standard service. |
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 ...
