Answering the call Forging a career in financial advice wasn't a simple path for Rekab Advice director and financial adviser Amie Baker. Cassandra Baldini writes.
 A promising yearThe advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder ...  Advice for impactAs social injustices and the errant climate push ethical investing closer to the forefront of client conversations, demand for Federation Financial Services ...  Following the road mapEquipping clients and colleagues with the right tools and guidance can be life changing. As the chair of a major association and principal of Wealthadvice ...  No shame in dreamingThe podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the ...  The real dealWealthwise senior financial adviser Dawn Thomas believes in authenticity above all else and is becoming the spokesperson for a new form of financial advice ...  In safe handsCentaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals ...  Silver linings playbookDonna Lee Powell's story has become her super power. Through hardship and heartbreak, she found a way to help others and built a business in the process.  Empowering abilityThere's a lot of talk about the value of financial advice and how advisers can prove that value. For William Johns, the real value of advice is in it's ...  Service with a smileFinancial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide ...  Listen to the new waveFrom starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind ... |
Latest News
Iress bets on AI as business transformation moves forward
|Iress is shifting its focus from business simplification to executing an ambitious artificial intelligence (AI)-driven product strategy that will help financial advisers slash work processes by nearly 40%.
Advisers bolster client book amid compliance burden: CoreData
Financial advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData.
FS Power50 voting opens
Voting for Australia's most influential financial advisers in the 2026 Financial Standard Power50 is now open, with 122 advisers shortlisted for the annual ranking.
Retirement portfolios need a new playbook: Real Asset Management
The traditional 60/40 portfolio may no longer provide the protection retirees need, with advisers urged to rethink portfolio construction as market volatility, inflation and longevity risks reshape retirement planning.
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.
Expert Feed
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
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 ...
Operational alpha: How wealth tech is reshaping fund distribution in Australia
Innovative technology emerging across wealth management is transforming how funds are distributed among financial intermediaries, an expert says.
