The importance of purpose-driven team meetingsBY TIM MCCALLUM | WEDNESDAY, 9 SEP 2026 4:02PM A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
 When geopolitics becomes a portfolio riskGeopolitics is back - again - and Australian investors can no longer treat it as distant background noise.  Tax reform: Restoring balance, not tinkering at the edgesSimplifying the increasingly complex tax system is essential to restoring the legitimacy of the regime.  "Outcomes for Consumers" - hard to measure, but at the heart of adviceHow advisers can utilise managed accounts to mitigate risk and ensure compliance amid heightened scrutiny.  Does association membership still matter?With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...  The AI utopia for financial advisersRamping up AI adoption in the financial advice world can ultimately provide more Australians with affordable advice.  What advisers must deliver in 2026As client expectation shifts, financial advisers are put to the task to provide value beyond their traditional duties.  Five advice themes to set 2026 apartThere is a systemic shift developing across the financial advice profession, and firms will need to keep pace with change in the new year to draw success.  The new reality of longevity and investingThere is a quiet revolution happening. It is not about climate change, market cycles or artificial intelligence.  Five reasons the regulator is looking at managed accountsAs managed accounts scale, expect closer attention on fees, transparency, and conflicts of interest.  Is 2026 the time for investors to challenge market 'certainties'?The past few years have upended almost all investors' long-held assumptions as markets have become narrower, and narratives have become 'certainties'. |
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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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