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.
 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  Sponsored: Wealth - where to next?As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control.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 ...  The future of super: Life after the Royal CommissionTraditionally, the most defining characteristic of the superannuation industry has been inertia. Now, with the recent budget changes, the Productivity ...  Is this a new generation of advice appearing?I reckon the financial advice industry is entering a new phase of professionalism and opportunity, only everyone doesn't seem that excited about it. |
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SACHA BURCHGART
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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.
SMSF changes unlikely to deter those seeking greater control over superannuation
HLB Mann Judd's Mitchell Markwick believes the recent changes will not slow down the rapid growth in SMSFs.
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