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.
 Risk advice is not just important at claim timeIncome protection (IP) is an essential form of insurance for most professionals, and statistics show that consumers are more likely to receive their claims ...  Is the end coming for the sophisticated investor?The distinction between wholesale and retail clients is a fundamental part of the financial services laws. The continuing increase in retail client regulation ...  Individual licensing: Be careful what you wish forHave you noticed how every other day it seems there is a new call for advisers to be individually licensed, as if individual licensing is a panacea to ...  Let's reboot how consumers see adviceTo be frank, the way in which financial advice is presented to consumers today is so old school.  Lessons for fixed income investors from the GFCThis September marked the 10-year anniversary of the collapse of Lehman Brothers, which was regarded as the focal point of the global financial crisis ...  Finding the financial planning licensing sweet spotWith the heat temporarily dissipated on the debate about the best way to regulate financial advisers following the handing down of Commissioner Hayne's ...  All fees are conflicted"All fees are conflicted. Every fee is conflicted in its own way" - Tolstoy (sort of).  Sponsored: Wealth - where to next?As the Royal Commission puts the spotlight on outdated, vertically-integrated models, customers are turning to IFAs for more transparency and control.  What performance tables cannot tell youManaged funds performance tables tell a story, but it's a partial story. There's a lot they leave out.  Grandfathered advice commissions, exiting stage leftIt is beyond doubt that the decision to include superannuation within the terms of reference for the financial services misconduct Royal Commission is ... |
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