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.
 Robo-advisers no threat to tech-adopting advisersTechnology will never replace advisers, but advisers who use technology will almost certainly replace those who don't.  IP changes another reason for quality adviceThe income protection (IP) market represents a microcosm of a broader set of issues for advisers, where the challenge to understand and safely navigate ...  Dear minister: Fixing the broken advice marketAn open letter to the newly appointed minister for financial services, sharing a possible approach to revitalising and advancing the advice industry.  Like dogs, every investment style has its dayMy old boss once said I was like a dog with a bone, except that the bone was buried in the backyard, and I'd keep digging until I found it. And that's ...  Helping Australians overcome the pervasive fear impacting their quality of lifeWe've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...  Are you getting the licence you're paying for?One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...  An open letter to Anthony Albanese and Scott MorrisonLifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...  Are you ready for what's coming?Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ... Lambos or food stamps and the prodigal sonIt's Lent in the Christian calendar and time to consider one of the most famous parables in the Bible. The story of the prodigal son has many things to ...  Being uncomfortableMy job frequently requires me to create or analyse a financial model. If I'm honest, that's also the kind of thing I like to do on a weekend for fun. |
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 ...
