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.
 An auditor's view of conflicted advice"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...  The care factorA good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would have been one of ...  The future of financial planningThere is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and, frankly ...  Why ESG has moved from nice-to-do to must-doEnvironmental, social and corporate governance (ESG) factors are increasingly important to the investor community. Until recently, community expectations ...  Five reasons ASIC will reject your licence applicationASIC rejects 30% of AFS licences applications and 24% of credit applications. This article explains why it rejects applications and gives tips on how ...  Income investing: Generating regular income from equities, with lower volatilityActive equity investment is typically focused on maximising the growth component of returns, particularly given the fact that equities, by their nature ...  Headline returns don't tell the whole storyWhen I was younger I used to enjoy a good argument, or at least what I thought passed for one.  The Royal Commission: What's next for insurance?You'd be forgiven for assuming that, at first glance, the recent Royal Commission into Misconduct in the Banking, Superannuation and Financial Services ...  The case for, and against, listed investment funds: Overhyped or here to stay?Listed investment funds, including open ended trusts (ETFs & active ETFs or ETMFs) and closed ended listed investment companies (LICs) and trusts ...  Rethinking financial planning for millennialsMany financial advisers steer clear of younger clients in the belief that they don't generally have much to invest and are too young to be interested ... |
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.
