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 ...
 DDO is coming: Are you ready?The industry is now less than one month out from RG274 Product design and distribution obligations (DDO) coming into force on October 5. I would argue ...  Advisory vs discretionary portfolio services: Which one is right for your advice business?The pros and cons of advisory and discretionary portfolio services, and the decision to go one way or the other (or both), are questions I'm often ...  Lean on me: Rethinking the value of adviceA sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us.  We're in the money: Empowering the next generation through adviceAustralia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ...  A digital age for all agesYounger people lead the way with digital adoption, opening up opportunities to usher them into advice. But millennials and Gen Z aren't the only demographic ...  Portfolios hide volcanoes of volatilityJargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ...  Freer advisers thanks to the Better Advice BillOne of the most reformist pieces of financial advice legislation has been introduced to parliament yet hardly anyone seems to have noticed. It's time ...  How to help colleagues and clients struggling with their mental healthFinancial advisers are in a unique position, having the opportunity to support the overall health and wellbeing of their clients, as well as their colleagues.  Why client satisfaction does not always translate to profitStarting your own financial advice practice is often done with several goals in mind, building something successful, supporting people needing advice ...  Finfluencers, financial influencers: ASIC is watching your storiesAspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ... |
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.
