A never ending story of leviesBY PHIL ANDERSON | TUESDAY, 4 AUG 2026 2:57PM 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 levy hikes.
 When 'diversification' stops being diversifiedWhile many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...  Why Australian pubs continue to raise the bar for investorsHow a resilient consumer market secures sound returns in the hospitality sector for investors.  Operational alpha: How wealth tech is reshaping fund distribution in AustraliaInnovative technology emerging across wealth management is transforming how funds are distributed among financial intermediaries, an expert says.  Secondaries: Handling a double-edged swordSecondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...  Is software dead?ECP Asset Management's Damon Callaghan explains the fate of software companies suffering from the 'SaaSpocalypse' that was triggered by the rise of AI.  A governance dashboard is not a governance frameworkResearch houses are now offering monitoring tools to the licensees who use their ratings. The tools are useful. They do not discharge the governance obligation ...  The global advice gap: why expat clients are harder to serve than they appearMany Australians are building wealth abroad before ultimately returning home for retirement.  Genetic testing reform is here. What advisers need to do nextThe reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".  How to distinguish strong regional markets from regional growth storiesRegional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.  Helping clients stay the course in volatile marketsFidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil. |
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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.
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.
