A never ending story of leviesBY PHIL ANDERSON | TUESDAY, 4 AUG 2026 2:57PMThe 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.
![]() Why coaching has profound effects in financial adviceAs specialist recruiters in the financial planning industry, Recruit 2 Advice provides professional behavioural profiling in our standard service. ![]() Picking winners in a higher rate environmentWhile the Australian consumer has been more resilient than expected in an environment of rising interest rates and inflation, investors will need to monitor ... ![]() Why advisers should consider offering general insurance to HNW clientsI have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry. ![]() Get prioritisedI'm a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn't run on ever again. I love watching local games. ![]() The role of AI in financial planning: Insights from the USEver since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ... ![]() What technical questions are advisers frequently asking?After fielding 2000 queries from financial advisers in the last quarter, here are the most popular questions the BT Technical Services team answered. ![]() Investing ethically by using an ESG frameworkAs a financial adviser that works closely with clients in the medical industry, I am increasingly asked by these clients, "How I can apply the values ... ![]() Bigger, older, hotter and deeper in debtWhile cynics may see the latest Intergenerational Report (IGR) as a futile exercise because projections, by their nature, never come true, it's one of ... |
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.


















