Secondaries: Handling a double-edged swordBY ANNA MORRISON | WEDNESDAY, 15 JUL 2026 4:43PMSecondary 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 survival of a financial adviser in AustraliaSince the outcome of the Royal Commission into the state of financial planning within Australia, the industry is going through a significant period of ... ![]() It is now illegal to remain silent about your independenceFor over 20 years it has been illegal for financial planners to use the terms 'independent', 'impartial' or 'unbiased' to describe their services without ... ![]() Breach reporting is about to become more onerousA new breach reporting regime will commence on 1 October 2021 and it will be more onerous on licensees than ever before. One of the most notable changes ... ![]() Why your financial planning business needs hypertargetingIn setting up your financial planning business you have a unique opportunity to focus on a very, very specific group of people - Seth Godin calls it your ... ![]() Buying a book of client fees? Tips and traps regarding anniversary adjustmentsOne of the most important considerations when buying a book of clients is getting the anniversary adjustment right. ![]() SOA myths and mistakesIt should be such an easy thing to do - after all, it's what financial advisers get paid to do. i.e. provide their advice to clients in a written ... ![]() What would Australia look like without professional financial advice?Time to face the facts: financial advice is a loss-making activity for many of the largest operators in the country. ![]() Down, but not out: Why global small and mid-cap stocks are set to soar in 2021It's no secret that a small selection of popular global large cap tech stocks have led the market rally for the duration of the COVID-induced market ... ![]() Changing the narrative: Insurance and advice as an assetIf we needed reminding that life can be filled with unexpected bumps and in some cases more serious events, the global pandemic has certainly brought ... ![]() The lies of Melissa CaddickFeet. They have been washing up on the coast of the Pacific Northwest of North America intermittently since 2007. The foot, due to the weakness of the ... |
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.


















