Secondaries: Handling a double-edged swordBY ANNA MORRISON | WEDNESDAY, 15 JUL 2026 4:43PM Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities as well as opportunities. Investors must ...
 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 ... The super threshold - what it means and what it doesn'tThe introduction of a $1.6 million superannuation transfer balance cap was one of the biggest changes handed down in the 2016 federal budget. Advice at claim timeIf the recent scandal at CommInsure has taught us anything, it's the value of having a financial adviser at claim time. |
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SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
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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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Secondaries: Handling a double-edged sword
Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
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