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.
 Freer advisers thanks to the Better Advice BillOne of the most reformist pieces of financial advice legislation has been introduced to parliament yet hardly anyone seems to have noticed. It's time ...  How to help colleagues and clients struggling with their mental healthFinancial advisers are in a unique position, having the opportunity to support the overall health and wellbeing of their clients, as well as their colleagues.  Why client satisfaction does not always translate to profitStarting your own financial advice practice is often done with several goals in mind, building something successful, supporting people needing advice ...  Finfluencers, financial influencers: ASIC is watching your storiesAspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ...  The power of podcastsThe exponential growth of podcast listening in Australia and the world has made it a serious option in the marketing strategies of financial advisers.  How women could fill the unmet advice need in AustraliaThe financial planning industry is facing a two-pronged challenge - the need for greater diversity and a solution to fill the unmet advice need in Australia.  How technology can improve the advice journeyRather than being a threat to the advice industry, technology is presenting opportunities for advisers to free up time and enhance the client experience.  End of financial year tips for financial advisersWith the end of the financial year just around the corner, top of mind for many financial advisers is the indexation of superannuation caps and thresholds ...  Building a managed portfolio for all seasonsJust as the leaves will fall in autumn, and the beaches will be packed in summer, market volatility is likely to be on the horizon. We have seen how markets ...  Amid a grand experiment, risk premia are too lowUncertainty is part of life, but these days seem more uncertain than most. Today, investors in the United States must contend with the fallout from the ... |
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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.
