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 ways advisers can thrive amid economic doomsday forecastsAdvice businesses who focus on five key areas will be better positioned to withstand a downturn.  Economists are idiotsAs a long-time card-carrying member of the economics fraternity Tim Toohey doesn't say this lightly: economists are idiots. Worse still, the forecasts ...  How advisers use managed accounts in Australia and overseas for better businessesState Street Global Advisors SPDR's ETF model portfolio strategist Sinead Schaffer shares how advisers around the world are using managed accounts.  The critical role of advisers in responsible investingThe increase in investors focusing on ethics and sustainability in their investments over the past five years has been a remarkable growth story.  REITs: Darkness before dawn?After a year of lockdowns and a favourable recovery, the feeling of optimism by the end of 2021 quickly subsided as 2022's curveballs kept coming, with ...  Adviser deja vu all over againFinancial advisers and industry super funds have so much in common. As a group, they can't stop talking about themselves and they're never happy with ...  Digital revolution: Driving opportunities in healthcareDigitisation has fundamentally transformed the way we live. Even after decades of digital revolution, however, there are still places where analogue reigns.  Using client data to drive client engagementWith today's 24/7, on-demand technology, clients are increasingly seeking more frequent interaction with their finances digitally alongside face-to-face ...  Net flows navigate product oceansMany years ago, I applied for an internal role as head of unit trusts at a large wealth manager. I didn't get that role. They wanted someone with leadership ...  Accountant-planner JVs will increase - but basic fundamentals are neededThe days of loose accountant-financial planner alliances are over and joint ventures focused on delivering value-add services are the future. |
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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.
