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.
 Ethical vs. Independent Financial AdviceAre you noticing more and more discussion about being an 'independent' adviser? Specifically, the Section 923a of Corporation Law definition of independent?  Smart beta taking it to the active doorstepAn interesting email crossed my desk the other day. It was from VanEck, one of the up-and-coming manufacturers of exchange-traded funds in the Australian ...  Top 10 issues to consider for EOFYAs the 2016/17 financial year draws to a close, there is an inevitable rush to get your financial and tax affairs in order. However, when coupled with ...  A case for digital activismThe time is ripe for financial advisers to embrace their role as digital activists - fiduciaries who are early adopters of finance technology.  Rethinking client engagementFinancial advisers who take the time to understand their clients' personality, emotional intelligence and learning styles stand a better chance of success ...  A new eraAfter years of back and forth, the legislation to increase the professional standards of financial advisers has been passed.  Taking the risk out of insurance reformDysfunctional arguments Americans have regarding their Affordable Care Act remind us how poorly most people understand insurance. Help, my financial planner is an alienYou think credit cards are evil, you get giddy over tax and you love insurance. You are most definitely from another planet. On the right trackThe word 'disruption' never got a mention at yesterday's FPA Congress but if there was an industry getting disrupted on multiple fronts, financial planning ... |
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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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Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.
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