| Showing 21 to 30 of 165 articles: JULIAN BIGGINS | FRIDAY, 1 NOV 2024 The last few years has been challenging for traditional real estate investment. Read more MACQUARIE BANK | FRIDAY, 4 OCT 2024 With the cash rate at its highest in over a decade and ongoing investor uncertainty about financial markets, the focus on cash allocations is growing. Given the higher yields now available, there could be an opportunity cost to holding idle cash. Read more JULIAN BIGGINS | FRIDAY, 13 SEP 2024 Real estate is a fundamental asset class in any portfolio, and many investors have exposure through their primary residence. As an asset class real estate has consistently been a wealth creator over generations due to its finite supply, particularly ... Read more TIM TOOHEY | FRIDAY, 30 AUG 2024 Remember when the RBA consistently referred to the buffer of 'excess savings' accumulated during the post-COVID period? Read more MATTHEW LANDY | FRIDAY, 12 JUL 2024 For many investors, two years of higher inflation and central bank rate hikes may have seemed like an endurance test - replete with elevated market uncertainty and high volatility. Read more BETASHARES | WEDNESDAY, 24 APR 2024 There could be significant advantages to including some low-cost equity beta in client portfolios. But how do you add value beyond tracking the broad index? Read more BETASHARES | THURSDAY, 11 APR 2024 The results are in - 21 years of data, and passive usually beat active. The SPIVA scorecard comes of age this year. Read more HEJAZ FINANCIAL SERVICES | THURSDAY, 16 NOV 2023 Halal investing is a process that aligns with Islamic principles and is sometimes called Shariah investing or Shariah-compliant investing. Read more GRANT PEARSON | WEDNESDAY, 25 OCT 2023 This managed fund comparison is often accepted on face value but is it valid? Read more MILLER THOMSON LLP | THURSDAY, 19 OCT 2023 The increased popularity of cryptocurrencies and other digital assets has sparked an evolution in the market for derivative contracts referencing such digital assets. Read more |
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Count shutters limited-advice business, slips in size ranking
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.
Centrepoint Alliance acquires two advice firms
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.
Small pocket of failed measures can 'blow the entire business': Anderson
FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.
AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
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Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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.















