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.
 Five structural trends powering listed infrastructure in 2023As inflation soars and economic growth slows, we believe global listed infrastructure is a bright spot that seeks to deliver attractive returns even when ...  Why the Quality of Advice Review is an opportunity for paraplanning's futureThe final recommendations of the Quality of Advice Review will be a positive for the future of paraplanning, especially when it comes to lowering the ...  Orphan clients evolving into a consumer crisisThe financial services industry dilemma of having sufficient resources and advice practitioners to service the needs of orphan customers is not a new ...  Private vs public equity in uncertain timesIn an uncertain economic environment, unlisted investments such as private equity have several advantages over listed equity funds.  2023 Australian property market outlookIn this article, Trilogy Funds Management spotlights some of the key factors underpinning the performance of the various Australian property market sectors.  Five ways advisers can thrive amid economic doomsday forecastsAdvice businesses who focus on five key areas will be better positioned to withstand a downturn.  Economists are idiotsAs a long-time card-carrying member of the economics fraternity Tim Toohey doesn't say this lightly: economists are idiots. Worse still, the forecasts ...  How advisers use managed accounts in Australia and overseas for better businessesState Street Global Advisors SPDR's ETF model portfolio strategist Sinead Schaffer shares how advisers around the world are using managed accounts.  The critical role of advisers in responsible investingThe increase in investors focusing on ethics and sustainability in their investments over the past five years has been a remarkable growth story.  REITs: Darkness before dawn?After a year of lockdowns and a favourable recovery, the feeling of optimism by the end of 2021 quickly subsided as 2022's curveballs kept coming, with ... |
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 ...
