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.
 Overcoming apathy in clientsWhile it can feel accidental, goals often materialise due to meticulous planning.  Why I'm not quitting financial adviceIf you read the media and industry headlines, you'll read that thousands of financial advisers are currently running for the door.  Hotel California moment for transferring financial advisersThere are numerous ways that an AFS licensee can prevent or hinder an authorised rep from leaving the licensed group.  Retirement review must consider adviceThe recent commissioning by federal Coalition Treasurer Josh Frydenberg of a review into Australia's superannuation and retirement incomes reminds us ...  Blueprint for repairing trust"A man I do not trust could not get money from me on all the bonds in Christendom." Playing with different rulesThere are statements that most reasonable people will agree on in regards to female centric issues.  Advice can only be holistic with life coachingThere is no doubt about it: The financial advice industry is changing.  The grownup perspective on the firesAs of the 10 January 2020, the intense bushfire season in Australia has claimed 28 souls.  Buy it rather than build itThe 'buy it rather than build it' approach that's driving business innovation |
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.
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.
