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.
 Dealer group business models purring on the catwalkOnline advice can't be all bad if the FPA is hosting free online Q&A advice chat lines as part of Financial Planning Week. Professionalism's greatest test, or examFinancial advisers and their associations have been lobbying hard to be treated as professionals and it seems ASIC has heeded their advice with a consultation ... Rethinking insuranceFor all the talk and endless inquiries about underinsurance it's a little surprising that the Productivity Commission's report recommending the government ... Gerry was our Christmas presentThe retail sector made a big mistake over Christmas New Year in their luddite special pleadings to unwind the internet and attack consumers looking for ... Fewer SMSFs, in your dreamsAnother day another superannuation report about something vitally important, and this time it's a forecast that the number of self-managed super funds ... Redesigning advisers into 'choice architects'Research showing that consumers think financial advice should cost only $300 means advisers need to urgently recast their role, with reframing themselves ... In association we trustFinancial advisers in Australia frustrated by their associations despite there never having been so many of them should look at the Financial Planning ... Advisers don't need a hospital passTwo decades ago Australia's Medicare planners had the brilliant idea of limiting the number of Medicare registrations for new doctors as a way to hold ... Advice. Isn't it already tax deductible?It's tax time again and with it are the usual voices calling for financial advice to become tax deductible. Trouble is, isn't it already? The adviser ... Yeah, yeah, whateverFinancial planners wanting to scare their clients don't need to talk about underinsurance or the chances their retirement savings will run out. No, all ... |
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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
HLB Mann Judd's Mitchell Markwick believes the recent changes will not slow down the rapid growth in SMSFs.
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The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
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