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.
 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.  Are chatbots providing financial services?Many financial services businesses now use technology, such as algorithms and chatbots, to help attract and service their customers.  Planners, you're leaving value on the tableTraditionally, financial planners' focus has been getting new clients on a recurring revenue arrangement as soon as possible. If any regard has been given ...  Building blocks of premium constructionAgainst a backdrop of increased industry commentary regarding the sustainability of the income protection market and trends in pricing, it's important ...  Mandate fees for risk advice and watch the complaints growIf we keep going the way we are headed, commissions will one day be completely banned and life insurance advisers will only be permitted to charge fees ...  It ain't me, babe: A message to FASEAIt's official. There's a furore building among financial advisers over proposed education standards. And the big surprise is that the noise isn't coming ... |
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SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
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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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