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.
The end of the AFA as we know it is a time for reflectionThe end of the 2022-23 financial year brings mixed emotions for me as this marks the effective end of the Association of Financial Advisers (AFA) in the ...  Flipping the perspective: What is a fit-for-purpose SoA?Assistant Treasurer Stephen Jones has finally broken his silence on the QAR recommendations, controversially to a group of superannuation executives.  The game's afoot: Unit trusts versus ETPsWell, you could have knocked me down with a feather when I calculated the annual flows to unlisted unit trusts versus annual flows to exchange-traded ...  'Good Advice' is just sales by another nameWords matter. They matter both to the listener and to the speaker. And they matter even more when it comes to money.  Banking collapses and rate hikes unlikely to stall bond market recoveryFixed income remains on track to record a better 2023 but investors who stay nimble in the continued market uncertainty will be best placed to maximise ...  Working with regulation, and a thank you to ASICIf there is one thing that is certain in the practice of financial planning, it's that you will need to work with regulation.  Robo-advice: Rise of the machines and the human touchFor many years, institutions, advice firms and individuals both at home and abroad have struggled to determine the best way to use digital and robo-advice ...  What I learned during my Professional YearI became a financial adviser for Ascent Private Wealth at 21 years old, making me one of the youngest, if not the youngest, adviser in Australia.  Trends influencing investors' allocation to propertyThe next property cycle is approaching, however, as with every cycle, the changes will take a while before the impacts emerge.  Protecting client data from identity fraud and cyber crimeKeeping client data safe from hackers, verifying identification, whether to use password managers and the risks of using public Wi-Fi are among the cyber ... |
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Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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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.
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