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.
 Who owns the clients in an advice business?One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...  Six things to watch this reporting seasonWith the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ...  What exactly happened with GameStopAt the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever.  Class action settlements may be available to advisers' clientsFor financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ...  Compliance or priorities?I love Monty Python humour. Remember the crucifixion or freedom skit from Life of Brian? Michael Palin playing the whimsical centurion questioning a line-up ...  The EM small mid cap opportunityIn an era where stock returns have been dominated by US and Chinese technology mega-caps, few areas could be further from the limelight than small and ... The rise and fall of multiple advice regulatorsWhat does the Government's announcement this week, to create a single, central disciplinary body for financial advisers mean for advisers?  New year, same problemsAs we head towards the end of the year I am struck by how difficult it is to sum up 2020. No words seem adequate.  A modern approach to adviceDemand for financial advice is high. With Adviser Ratings recently saying it had seen a three-fold increase in the number of people who had made contact ...  Retirees let down by lack of protectionFew investment metaphors are as misleading as the retirement "nest egg". Too many retirees believe their savings are fragile and to be preserved at all ... |
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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.
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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 ...
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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.
