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.
 Members are starting their advice journey earlier; super funds that recognise this will benefitDuring my career in financial services, I've observed that financial advice has traditionally been framed as something that becomes relevant toward the ...  Best practice principles for retirement incomeWhat advisers can learn from the best practice principles designed for superannuation funds.  Why Australian advisers shouldn't overlook active ETFsAlthough passive strategies still hold the majority of assets in the ETF market, an increase in active ETF inflows indicates a shift in investor sentiment.  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. |
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SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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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