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.
 Lessons from my Dad, in and out of aged careIt's been a difficult year for my 82-year-old widowed Dad. He had a strong heart, perfect blood pressure, complete mental capacity but a troublesome skeletal ...  Elder financial abuse - confronting a hidden epidemicElder financial abuse - where a person takes advantage of an elder person's financial position for their own benefit - has thankfully become a lukewarm ...  Is robo-advice taboo?An observation from my recent attendance at the AFA National Adviser Conference was the little reference to robo-advice.  In financial markets context is everythingRepresenting the world's largest stockmarket, the S&P500 Index in the US has been closing at record highs in 2017. There is increasing commentary ...  Understanding a client's fearsI was reading A Certainty Advice Group white paper recently titled "What price valuable advice?" with the quote: "a valuable adviser first seeks to find ...  Probability is power, but numbers alone can't change behaviourUncertainty is a fundamental part of investing. The outcome of fluctuations in economies, markets, asset classes, regulations and investor behaviour is ...  Breaking down inequality: The different sex debateThe equality theme is highly topical in our society today. No two clients are alike: another step in the value storyThank you to those advisers and investors who gave me feedback on my last post. It is heart-warming to see so many advisers wanting to understand more ... No two clients are alikeIts Friday afternoon and I am reflecting on my week, I have seen several new clients' faces this week, we sit at the large table in my office, next to ... |
Latest News
Count shutters limited-advice business, slips in size ranking
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.
Centrepoint Alliance acquires two advice firms
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.
Small pocket of failed measures can 'blow the entire business': Anderson
FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.
AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
Further Reading
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.
Expert Feed
Fixing the CSLR: the UK FSCS offers lessons - but not a blueprint
UK's equivalent scheme of the CSLR highlights the lack of stability and predictability it currently has, expert says.
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.
Let's be honest: is it a tech stack... or just a stack of tech?
Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.
At the crossroad of governance: the two choices for Australian fund managers
Internalising trustees, although lawful, weakens independent oversight and can expose a fund manager to greater risks than those outsourcing the capability ...
