Secondaries: Handling a double-edged swordBY ANNA MORRISON | WEDNESDAY, 15 JUL 2026 4:43PM Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities as well as opportunities. Investors must ...
 The third generation loses it? WrongComing to wealth is hard. Adapting to wealth can be harder. So for a family that will be passing substantial assets to future generations, what are ...  Bank debt: What we know and what we are familiar withBanks and insurers are funded by groups of distinct groups. The bondholders with the least chance of not being repaid should a bank get into difficulty ...  Monitoring your business performance: Tips on setting KPIs and remaining accountableBusiness owners are often occupied with the operational requirements of running a business and as a result, fail to put the required effort and focus ...  Digging deeper into goal-centric financial planningThe investment doyen of value investing Benjamin Graham once wrote: "The best way to measure your investing success is not by whether you're beating the ...  The future of females in financial adviceBeing given someone's trust is an absolute privilege, and one of the most rewarding aspects of a career in financial advice. It is also a cornerstone ...  Read the room: Paradigm shift alertRecently someone sent through a job alert for a position in charge of portfolio construction for major industry super funds.  Choosing alternative paths to retirement: The 2023 versionSix years ago, Donald Trump was in the White House, Scott Morrison was federal treasurer, and the May 2017 Budget had just announced some significant ...  Navigating and succeeding in a rapidly changing financial advice landscapeThe reshaping of the financial advice industry brings huge opportunities for both current and future advisers to raise the profile of financial advice ...  Lessons from the past are lessons for the futureThe greatest lesson I have learnt over the journey is if you stay true to your clients and always act in their best interests you will eventually succeed ...  QAR recommendations not inconsistent with FoFA reformsThe Quality of Advice Review (QAR) has been the most important review of financial advice in more than a decade, and most pleasingly has been all about ... |
Latest News
Federal Court lifts Merhi's travel ban
Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.
Nominations open for the 2026 Power50
Nominations for the 2026 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding service to clients and the wider community.
Advice veteran's exit creates $1bn Tassie wealth group
Mancell Financial Group (MFG) founder Peter Mancell has retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania.
Netwealth expands Morgan Stanley mandate
Amid expanding its stockbroking and private wealth capabilities, Netwealth has been picked by Morgan Stanley to provide a platform solution to its Australian wealth business.
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
Secondaries: Handling a double-edged sword
Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
Is software dead?
ECP Asset Management's Damon Callaghan explains the fate of software companies suffering from the 'SaaSpocalypse' that was triggered by the rise of AI.
A governance dashboard is not a governance framework
Research houses are now offering monitoring tools to the licensees who use their ratings. The tools are useful. They do not discharge the governance obligation ...
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
