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.
 Caution against hybrids warrantedInvestors seeking income from their investments have several options, including term deposits, bonds, hybrid securities and shares. All have their pros ...  How to invest in fixed income in a rising interest rate environmentAs anyone paying any attention to financial markets in recent times can tell you, interest rates have been rising. After hitting their long-term lows ...  Royal Commission: Mud doesn't always stickAmong the day-to-day public revelations at the Royal Commission, and the obligatory executive departures and corporate restructures, the industry can ...  What the aged care industry can learn from financial plannersOn the face of it, the aged care and financial planning sectors are worlds apart. One is undergoing deregulation while the other is fending off the legislators ...  An adviser's role in a sustainable insurance systemA few months ago, Rice Warner noted the retail life insurance market has been slow to respond to issues around sustainability and warned that life insurance ...  The dos and dont's of derivativesAs market volatility continues to build, investors can protect the value of their portfolios with derivatives. The good news is that retail investors ... Time for advice to reset its courseIn the 24th and final Financial Standard edition of 2017, you may recall the biggest news of the day was the establishment of the financial services Royal ...  The future of advice: It's personalA decisive shift will happen over the next few years towards a personalised financial advice model. Planning for it now is critical.  Advisers should mind the expectations gapThe CFA Institute has just released its annual global survey on the state of investor trust called "The Next Generation of Trust".  Women in advice: Closing the gender gapAccording to The Economist: 'a woman doing the same job for the same employer earns 98 cents to the dollar paid to a man. Yet the gender pay gap persists. |
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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.
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