What America's $1 trillion direct indexing boom tells us about the evolution of MAsBY JOSHUA PERSKY | THURSDAY, 1 OCT 2026 2:09PMWhat Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
![]() Listed private equity: A strategic opportunity amid global market dislocationThe sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets. ![]() How to manage the rise of 'early' inheritancesFor decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ... ![]() How to select the right research house for your practiceThere are many options available to financial advisers when choosing which research house to partner with. However it's important to understand the differences ... ![]() Beyond the numbersFinancial advisers often claim they tailor financial plans to meet the client's specific needs. But how true is this when the traditional focus is almost ... ![]() Unlocking millennials' financial wellbeing mindsetAs a millennial, I have recognised a definitive gap in the market, cultivated by the persistent idea that financial advice exists exclusively for affluent ... ![]() Ethical finance: Australia's untapped financial planning opportunityThere is a significant gap in serving diverse ethical and cultural needs in Australia's financial services industry. And this gap doesn't just offer a ... ![]() When cash is no longer kingWith markets correcting and interest rates falling as economic growth slows, investors may need to adapt their investment strategies as economic conditions ... ![]() Growth by design rather than by chanceRecently, Freshwater Wealth announced it has achieved 600% growth in less than 12-months, expanding its business to include seven financial advisers and ... ![]() Is the TPD claims process creating additional harm?While most of us breathed a sigh of relief as the worst-case scenario for Tropical Cyclone Alfred didn't materialise, insurance has been on the minds ... ![]() Dear ASIC: How to respond to a regulatory noticeA poorly planned and inadequate response to either a general inquiry or statutory notice from ASIC typically leads to protracted surveillance and action. |
Latest News
HNW clients value quality over fees: Praemium
High-net-worth (HNW) Australians who receive ongoing financial advice are more confident in their investments than those managing their wealth alone, new research from Praemium and CoreData found.
TAL launches new campaign focused on mental health
TAL has launched a new campaign, working with youth media group The Daily Aus, and partners with the AFLW, aimed at promoting mental wellbeing.
Selfwealth expands into full-fledged wealth platform
Trading platform Selfwealth has launched three managed portfolios, expanding from online brokerage into a wealth platform.
Adviser increase the 'strongest' since FY20: Padua WealthData
The number of financial advisers has risen to 15,169, with net gains of six new members this week, according to Padua WealthData's analysis.
Further Reading
Cover Story

Advice with soul
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.


















