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.
 Overcoming apathy in clientsWhile it can feel accidental, goals often materialise due to meticulous planning.  Why I'm not quitting financial adviceIf you read the media and industry headlines, you'll read that thousands of financial advisers are currently running for the door.  Hotel California moment for transferring financial advisersThere are numerous ways that an AFS licensee can prevent or hinder an authorised rep from leaving the licensed group.  Retirement review must consider adviceThe recent commissioning by federal Coalition Treasurer Josh Frydenberg of a review into Australia's superannuation and retirement incomes reminds us ...  Blueprint for repairing trust"A man I do not trust could not get money from me on all the bonds in Christendom." Playing with different rulesThere are statements that most reasonable people will agree on in regards to female centric issues.  Advice can only be holistic with life coachingThere is no doubt about it: The financial advice industry is changing.  The grownup perspective on the firesAs of the 10 January 2020, the intense bushfire season in Australia has claimed 28 souls.  Buy it rather than build itThe 'buy it rather than build it' approach that's driving business innovation |
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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.
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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.
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Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.
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