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What America's $1 trillion direct indexing boom tells us about the evolution of MAs

BY   |  THURSDAY, 1 OCT 2026    2:09PM
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Think boldly

ALLIANZ RETIRE+ POWERED BY PIMCO
Why our collective mindset matters in a world of uncertainty

Hiking the AFSL trail

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ASIC is scrutinising AFS licence applications very closely - one slip and all your hard work is undone; your application is rejected and suddenly you ...

Robo awakening in Australia

SIX PARK
As the co-founder of one of Australia's first robo-advisers, I'd like to illuminate some similarities and differences between the financial landscapes ...

Government should increase access to advice, not reduce it

LIFESPAN FINANCIAL PLANNING
The release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...

Watch the knee-jerk when thinking about self-licensing

TANGELO ADVICE CONSULTING
The financial planning industry in Australia is undergoing a seismic shift. We have mandatory exams, new education requirements, increased compliance ...

No more us versus them

DALTON FINANCIAL PARTNERS
If we're truly going to serve consumer best interests, industry funds must work with financial advisers.

Warranties and indemnities in the sale of financial advice portfolios

THE FOLD LEGAL
The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ...

The other casualties of advice industry reform

WEALTHPLAN FINANCIAL
Whilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ...

An auditor's view of conflicted advice

COMMONWEALTH FINANCIAL PLANNING LIMITED
"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...

The care factor

ADMIN SPECIAL ACCOUNTS
A good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would have been one of ...