Helping clients stay the course in volatile marketsBY LAUREN JACKSON | WEDNESDAY, 3 JUN 2026 4:11PM Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
 Breaking the bias in financial adviceIn celebrating the 2022 International Women's Day, we asked experts in financial advice and life insurance about what it means to #BreakTheBias and ...  Why scale and financial literacy can save the advice industryAustralia's financial services industry is quite literally facing a problem of national significance that has adverse implications for the industry's ...  When it comes to cash, the cliché is kingAs an adviser, investing clichés seem a dime a dozen. But the reason they stick around so long is that often, they're true. With so much cash on ...  How the experience pathway can be improvedI have been a practising financial planner for over 10 years, with the majority of this practice being as a self-employed financial planner.  What are clients' biggest concerns this year?After the last two years of lockdowns and restrictions to travel, clients have been telling me they've found it so easy to save their money.  How to reduce client book migration time by 35%Businesses are struggling with the burden of fulfilling ASIC's Know Your Client obligations in situations where multiple clients simultaneously require ...  Time travel questions from an eight-year-oldOur eight-year old asks lots of questions about time travel. Would I rather travel to the future or the past? And why?  Stocks to buy when you can't buy anything in the supermarketWelcome to the shortage economy. As we enter into the third year of the pandemic, COVID has truly turned the world upside down. Well over a million Australians ...  Reflections on 2021With 2021 done and dusted, it is worth reflecting on the challenges that we all faced last year, but also keep in mind, the hope that we all should have ...  Out of officeShould financial advisers be held to the same ethical standards in their personal and professional lives? If so, how should this be regulated? |
Latest News
Count shutters limited-advice business, slips in size ranking
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.
Centrepoint Alliance acquires two advice firms
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.
Small pocket of failed measures can 'blow the entire business': Anderson
FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.
AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
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
Fixing the CSLR: the UK FSCS offers lessons - but not a blueprint
UK's equivalent scheme of the CSLR highlights the lack of stability and predictability it currently has, expert says.
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
Let's be honest: is it a tech stack... or just a stack of tech?
Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.
At the crossroad of governance: the two choices for Australian fund managers
Internalising trustees, although lawful, weakens independent oversight and can expose a fund manager to greater risks than those outsourcing the capability ...
