| Showing 1 to 10 of 30 articles: JOSHUA LEE | WEDNESDAY, 22 APR 2026 Advice firms that fail to adopt innovative approach risk falling behind their peers. Read more CLIVE FERNANDES | THURSDAY, 2 APR 2026 As the super industry continues to evolve, innovation becomes the centralised focus for continued growth in client acquisition and retention. Read more TALI BOROWICK | THURSDAY, 12 FEB 2026 Licensees need to be prepared for the risks AI poses to their business, as 2026 becomes the year of 'accountability'. Read more CLIVE FERNANDES | THURSDAY, 24 APR 2025 This article explores the transformative change that can be achieved through the implementation of smart technologies, highlighting how this has been achieved by some financial services entities overseas. Read more CLIVE FERNANDES | THURSDAY, 17 APR 2025 This article explores the evolution of superannuation, the operational challenges funds face, their impact on members and the financial system, and the solutions that can drive industry transformation. Read more TRACY LU , TOMMY CHEN , MAX JONES , PAUL MERSIADES | FRIDAY, 4 APR 2025 In this article, we set out the key themes that emerged from our analysis and recommend ways to mitigate IP risk when using generative AI tools. Read more CLIVE FERNANDES | FRIDAY, 7 FEB 2025 While generative AI grabs headlines for its capabilities in content creation and automation, its real value in financial advice lies in how it augments existing processes and empowers human advisers to provide better services. Read more LESLEY SUTTON , EMILIE WILLIAMS | FRIDAY, 8 NOV 2024 The government recently introduced a raft of bills to parliament as part of a Cyber Security Legislative Package. This article explores the proposals to strengthen the existing obligations and government powers under the Security of Critical Infrastructure ... Read more JAIME LUMSDEN , MICHELE LEVINE | FRIDAY, 11 OCT 2024 The outcome of Australian Securities and Investments Commission v Bit Trade Pty Ltd [2024] FCA 953 (Kraken Case), for which judgment was handed down on 23 August 2024, was somewhat unenlightening so far as it related to the application of the design ... Read more |
Latest News
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|The growth in the managed accounts sector has brought scale and efficiency to advice. Rapid adoption is now reshaping the industry and drawing the regulator's attention.
FAAA pushes to expand NCA to financial advisers
Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers.
Sequoia gives InterPrac sale a second shot
Sequoia is trying its hand at selling InterPrac Financial Planning again after its first sale attempt to Conquest Investment Management was left in the air.
Advised clients more satisfied despite heightened costs: Report
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.
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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.














