What America's $1 trillion direct indexing boom tells us about the evolution of MAsBY JOSHUA PERSKY | THURSDAY, 1 OCT 2026 2:09PM What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
 Tying the knotWhen Bill Shorten introduced his same-sex marriage bill to a near-empty Parliament chamber on June 1, it was clear his "opportunity of a generation" ... Rise of the machines?One of the biggest problems with so-called "robo-advice" is that no one agrees on what the term actually means. Uncertainty lends itself to suspicion ... Is insurance broken?Is insurance broken? By now you will probably have an opinion about the Trowbridge Report released last week and it is also very likely that you have ... Medcraft's appalling speechI am surprised. More than that, I am astonished, shocked. Last week I was left speechless by the address that the Australian Securities and Investments ... Quality of advice is the real constantDavid Murray's Financial System Inquiry (FSI) is due to report in a few days and rumours and speculation on what it will recommend are already making ... A new regulator? Better empower ASICThe Australian financial services industry and Australia's financial advisers already have regulator dedicated to policing standards: the Australian Securities ... Breaking out from the FoFA catch-22Ever since the first draft of the Future of Financial Advice (FoFA) legislation came out, the advice sector has been trapped in a very big, very confusing ... The age of SMSFsThe growth of the number and volume of self-managed super funds (SMSFs) seems to have no end. As the sector reaches the one million individual funds milestone ... It needs to be said, most advisers are great advisersEmotions are running high among financial advisers and it's not surprising. Over the past year, but especially over the last few weeks, financial planning ... Advisers, wake up your dormant clientsFinding new clients, taking care of the ones that you have and engaging on social media are some of the main ingredients in any adviser's recipe to business ... |
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SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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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What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
SMSF changes unlikely to deter those seeking greater control over superannuation
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