The importance of purpose-driven team meetingsBY TIM MCCALLUM | WEDNESDAY, 9 SEP 2026 4:02PM A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
 The role of AI in financial planning: Insights from the USEver since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...  What technical questions are advisers frequently asking?After fielding 2000 queries from financial advisers in the last quarter, here are the most popular questions the BT Technical Services team answered.  Investing ethically by using an ESG frameworkAs a financial adviser that works closely with clients in the medical industry, I am increasingly asked by these clients, "How I can apply the values ...  Bigger, older, hotter and deeper in debtWhile cynics may see the latest Intergenerational Report (IGR) as a futile exercise because projections, by their nature, never come true, it's one of ...  Cybersecurity essentials for advisers and practice ownersIt's a scary reality that cyber breaches are becoming more and more common.  AFCA determinations: Ignore at your perilAll AFSL holders providing services to retail clients are required to be a member of the Australian Financial Complaints Authority (AFCA).  Savers being robbed by inflationMany savers feel that they are, at last, enjoying higher rates of interest.  Why being an adviser matters to meWorking as an adviser means we are privy to a lot of personal information and significant events in people's lives. It is why we think our purpose is ...  The threat of a recession has subsided: Are your clients prepared for the next one?There's a saying in theatre: "Bad dress rehearsal, good opening night." In many ways, we just had a dress rehearsal for a recession.  How to ensure your ETF engine has the right partsIt pays to look under the hood when comparing high yield exchange traded funds (ETFs) as the mechanics of competing products can be significantly different. |
Latest News
Esencia merges with HNW advice practice
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.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
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
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
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 ...
