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.
![]() Celebrating the FS Power50Announced today, we celebrate the seventh annual FS Power50, highlighting the 50 most influential financial advisers in Australia. ![]() How to make advice affordableIn this second of a two-part editorial, Lifespan Financial Planning Chief Executive Eugene Ardino identifies the key changes required to make advice more ... ![]() Advice affordability isn't a licensing issuePublic discussion over the last few months has taken the financial planning sector back to a well worn debate about moving to a system where anyone who ... ![]() The great wealth transfer waveAs businesses adapt to what we hope is a post-COVID world, more will be able to turn their focus from survival and business continuity planning, to longer ... ![]() How COVID-19 should shift your prioritiesThe various challenges brought on by COVID-19 have tested us as a country, with many Australians, organisations and communities feeling the effects of ... ![]() What really drives a fund?How much do your clients really know about the managed funds they invest in? This is the critical question that all financial planners and fund managers ... ![]() The myth of conflicted remuneration loopholesConflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ... ![]() What active managers should be managingFor the longest time financial advisers have used a concept called "Risk Profiling" to build portfolios for their clients. ![]() Past failures may indicate future failuresI have produced the following commentary out of genuine concern for the future of the financial services advisory sector. ![]() Prepare for the new normalIn September 2019, I wrote a short piece about the financial services sector in Australia and how I believed the industry could, and should, seek to leverage ... |
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.

















