 KRISTEN BELL | THURSDAY, 13 AUG 2026 Women will control more wealth, but they are not a homogeneous market - treating them as one simply replaces one set of assumptions with another, an expert says. Read more  FIONA HOAD , KATHERINE JIAN | FRIDAY, 31 JUL 2026 For couples navigating modern relationships, the legal distinction between a romantic relationship and a de facto relationship carries profound financial implications. Read more  JENNEKE MILLS | THURSDAY, 23 JUL 2026 Insignia's Jenneke Mills explains that initiating conversations early with older individuals is vital, as they risk losing the capability to manage on their own. Read more  SIMONE HASLINGER | FRIDAY, 10 JUL 2026 An investment risk framework is often shaped by investors' personal history unconsciously, an expert says. Read more  JANET MANZANERO-CARUANA | FRIDAY, 20 FEB 2026 Blended families introduce unique emotional and financial challenges that require careful consideration. Read more  HENRY BRANDTS-GIESEN , EDWARD MARSHALL | FRIDAY, 12 SEP 2025 Family charters are important components to families' governance structure. Read more  MICHAEL SAADIE | FRIDAY, 11 JUL 2025 Small businesses are the backbone of the Australian economy, and when they do well, our country and our communities prosper. Read more JENNEKE MILLS | FRIDAY, 31 JAN 2025 Below are some of the key dates for every adviser to be aware of, to help you and your clients hit the ground running when it comes to advice strategy in 2025. Read more  MARK GLEESON | FRIDAY, 24 JAN 2025 When a client sells their main residence, you can add considerable value by helping them understand key tax, superannuation and social security issues and opportunities. Read more  EMANUEL KAZOULLIS | FRIDAY, 18 OCT 2024 What if I told you that risk management could be the key to unlocking your business's full potential? Read more |
Latest News
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
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
Stonepoint is another lesson in fund governance and investor protection
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.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
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 ...
