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.
 Five steps for using an AI strategy in your practiceAs a financial adviser, you already know generative AI is not going to take your job from you.  The wealth divide: Why Australia must re-think its 'sophisticated investor' lawsIn a country that values fairness, it's time we asked why our government's investment laws are still stacked against everyday Australians.  Defending the right to a long, comfortable retirementWhen it comes to investing, the word defensive is synonymous with fixed income and cash but equities can also display defensive characteristics.  The client fileSomething that should be relatively unambiguous is often the source of plenty of debate when licensees are looking at historical matters and responding ...  Solving the advice gap challengeIn today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...  Five steps to drive high performance in advice firmsAustralian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.  Engage: How to create enduring client relationshipsThe not-so-secret source of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...  Navigating the new transitional arrangements for financial advisers: The experienced provider pathwayThe "Experienced Provider Pathway" has been put in place to reshape the qualification requirements for existing financial advisers.  Financial controlThe term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...  Financial advice an attractive career for womenTo be strong, a profession ought to represent the community it serves, and this remains an area where we still have work to do. |
Latest News
Advisers should rethink portfolio construction: La Trobe
La Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market dynamics require greater focus on real assets and private credit.
Advice complaints see biggest increase in FY26: AFCA
Despite only accounting for less than 10% of the total complaints lodged, investment and advice complaints have seen the steepest increase in FY26, data from AFCA shows.
Acclime acquires Melbourne's Polar 993
Acclime, a provider of corporate, governance, advisory and fund services across Asia Pacific and global markets, has signed an agreement to acquire the independent trustee and fund administration business from Melbourne.
Platforms are not solution providers: AZ NGA
AZ NGA group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so.
Further Reading
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.
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.
