What America's $1 trillion direct indexing boom tells us about the evolution of MAsBY JOSHUA PERSKY | THURSDAY, 1 OCT 2026 2:09PMWhat Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
![]() How to support your clients and yourselfIt is well known that mental health plays a crucial role in holistic health and wellbeing, and that making small improvements in day-to-day activities ... ![]() Is this time really different?The great investor Sir John Templeton once said, "The four most expensive words in the English language are 'This time it's different.'" ![]() A switch to wholesale clients could backfireYou have to wonder when the 'wholesale investor' and 'sophisticated investor" definitions will be reconsidered by ASIC - but here's an interesting ... ![]() Managed accounts and FASEAI've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic ... ![]() The new normal for financial advisersDuring these unpredictable times, it's understandable that people are feeling high levels of uncertainty. All aspects of our lives - from health, work ... ![]() Why mentoring mattersIt's been a year unlike no other we've experienced. The financial planning profession has had an unprecedented year of change and as a result ... ![]() Are you ready for a high net wealth divorce?COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. ![]() The challenge in succession planningGiven that Lifespan has recently achieved the milestone of 25 years as a provider of licensee services, it comes as no surprise that over the years we ... ![]() Turning grandfathered commissions into fee-for-serviceFinancial advisers will have one meeting to convince their disengaged clients to become fee paying. Time spent developing a first-class client engagement ... |
Latest News
HNW clients value quality over fees: Praemium
High-net-worth (HNW) Australians who receive ongoing financial advice are more confident in their investments than those managing their wealth alone, new research from Praemium and CoreData found.
TAL launches new campaign focused on mental health
TAL has launched a new campaign, working with youth media group The Daily Aus, and partners with the AFLW, aimed at promoting mental wellbeing.
Selfwealth expands into full-fledged wealth platform
Trading platform Selfwealth has launched three managed portfolios, expanding from online brokerage into a wealth platform.
Adviser increase the 'strongest' since FY20: Padua WealthData
The number of financial advisers has risen to 15,169, with net gains of six new members this week, according to Padua WealthData's analysis.
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.


















