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.
 An unlikely starting pointIt's an accepted fact that the advice industry has been going through a period of significant change - increasing regulation, increasing professional ...  We are not in competition with industry fundsThe recent wave of mass job losses combined with the government allowing early access to superannuation has become a perfect storm situation for certain ...  Alone but togetherI ended up in mandatory self-quarantine at home after a very ill-timed trip to Bali. We left on March 13, at a time when it was still ok to fly.  Leveraging tech to manage wealth during extended volatilityUnsurprisingly, my inbox and all my social media channels are currently awash with advice at the moment: how to navigate these uncertain times, how to ...  The unfolding investment ramifications of coronavirusOur world and its markets are being rocked by the COVID-19 health crisis and the unprecedented speed of its global contagion.  Managing short-term reactions in market downturnsMarket volatility can trigger knee-jerk reactions that are best avoided by long-term investors. Two client types in particular are vulnerable to overreacting ...  What the hell is water?There's a joke that has one fish swimming past another fish and asking: How's the water? The other fish replies: What the hell is water?  Automation's role in COVID-19 market panicIf you read the news, you will no doubt start feeling a sense of panic. Headlines such as 'About $130 billion wiped off Australian shares' can really ... 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. |
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SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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.
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