What America's $1 trillion direct indexing boom tells us about the evolution of MAsBY JOSHUA PERSKY | THURSDAY, 1 OCT 2026 2:09PM What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
 Investigating licence optionsIn 2019 my business, Progressive Financial Solutions (PFS), was in search of a new licensee after our bank-owned licensee announced it would be closing ...  Return for effort (yours)Running a business can be hard work. There seems to be a thousand things to deal with (all of them urgent), you've invested a lot of your time, effort ...  There's something in the air that's not a virusThere's something in the air tonight and for once it's not COVID-19.  Considering self-licensing?Whenever there is disruption in the financial advice industry, such as the exit of some of the larger institutions from the industry seen in the last ... Skew you guys, I'm going homeAnyone who is a close reader of these columns knows what a sucker/well-informed expert I am for a fresh way of analysing fund performance.  Who rules the world? Paraplanners!If tech and digital advice are going to rule the 'new' world of advice, who will run it? It is a question I ask of paraplanners regularly. Let's ...  How to find the right licenseeThe financial advice industry in Australia is in the midst of a once in a generation period of upheaval and change, which has forced many advisers to ...  The income conundrum for retireesWith central bankers around the world committing to keep interest rates low for many years to come, this creates an issue for retirees looking for income.  Celebrating the FS Power50Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia.  How to make advice affordableIn this second of a two-part editorial, Lifespan Financial Planning Chief Executive Eugene Ardino identifies the key changes required to make advice more ... |
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FOUNDER & MANAGING DIRECTOR
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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.
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What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
SMSF changes unlikely to deter those seeking greater control over superannuation
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