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.
 Paradox of prosperityIn 10 years time the world will look as different to what it does now as it did 10 years ago as back in June 2003 the world looked a fairly bleak place. Regulation is not always the answerLast month ABC's 4 Corners ran a story exposing managed investment schemes and it reminded us yet again how complex is the question of how much regulation ... Charting a positive course for 2013While a lot of the FOFA reforms focused on the negatives of remuneration restrictions, it is reforms to the codes of practice, self regulation and the ... Here we go again, low fees as the end gameThree months ago super funds were averaging 12 month returns of 0.5%; today fund researchers like Rainmaker through its SelectingSuper surveys are reporting ... Who's the boss?Advisers are angry, not because of relentless reforms or the regular attacks they are often subjected to in the media, but because in an attempt to stamp ... Aligning risk with missionAsset consultant Towers Watson released research in June that concluded super funds should adopt a new approach to managing investment risk. Self-directed works for some, not for allTwo important stories hit the advice industry airwaves last week. Both warned that while advisers can't help everybody, there is a high price to be paid ... Superannuation is dead, long live the pension systemIt was reported last week that the average super fund pension account is now $200,000 confirming that Australia's superannuation system is transforming ... Budget 2012: fight or adapt?The outcry against the budget move to reduce the concession on superannuation contributions tax for people with taxable incomes above $300,000 shows how ... FOFA's all done, now back to workWell that was over quicker than I thought. Months of lead up, industry and political wrangling and warnings of impasses that would freeze the FOFA reforms ... |
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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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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.
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