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.
 Risk advice is not just important at claim timeIncome protection (IP) is an essential form of insurance for most professionals, and statistics show that consumers are more likely to receive their claims ...  Is the end coming for the sophisticated investor?The distinction between wholesale and retail clients is a fundamental part of the financial services laws. The continuing increase in retail client regulation ...  Individual licensing: Be careful what you wish forHave you noticed how every other day it seems there is a new call for advisers to be individually licensed, as if individual licensing is a panacea to ...  Let's reboot how consumers see adviceTo be frank, the way in which financial advice is presented to consumers today is so old school.  Lessons for fixed income investors from the GFCThis September marked the 10-year anniversary of the collapse of Lehman Brothers, which was regarded as the focal point of the global financial crisis ...  Finding the financial planning licensing sweet spotWith the heat temporarily dissipated on the debate about the best way to regulate financial advisers following the handing down of Commissioner Hayne's ...  All fees are conflicted"All fees are conflicted. Every fee is conflicted in its own way" - Tolstoy (sort of).  Sponsored: Wealth - where to next?As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control.  What performance tables cannot tell youManaged funds performance tables tell a story, but it's a partial story. There's a lot they leave out.  Grandfathered advice commissions, exiting stage leftIt is beyond doubt that the decision to include superannuation within the terms of reference for the financial services misconduct Royal Commission is ... |
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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.
Let's be honest: is it a tech stack... or just a stack of tech?
Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.
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Internalising trustees, although lawful, weakens independent oversight and can expose a fund manager to greater risks than those outsourcing the capability ...
