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.
![]() FASEA: Time to show brave leadershipAn estimated 16,000 current financial advisers don't hold a relevant degree under the draft FASEA guidelines released for consultation in March 2018. ![]() An adviser's guide to lifestyle planningAs an adviser you play an important role in engaging clients with their finances and helping them create better financial futures. But, what if you could ... ![]() Dover's demise: Consumers and advisers abandonedAs the fallout and ramifications of Dover Financial Advisers' demise continue to reverberate following the group's decision to hand back its AFSL ... ![]() Thoughts on the new education standardsThe Financial Adviser Standards and Ethics Authority (FASEA) released its Proposed Guidance on Education Pathways for Existing Advisers based on new minimum ... ![]() Keeping up with the digital generationsTechnology is radically altering the way your clients behave. To keep up with the increasingly complex digital generation (and we're not just talking ... ![]() Sponsored: FANG stocks still overvaluedDespite a significant pullback in March, SSGA continues to hold a negative view of superstar technology and tech-enabled stocks as a group. In related ... ![]() Is the closing of Dover Financial Advisers checkmate to ASIC?Dover Financial Advisers have long been known as a dealer of last resort for many an adviser who had left their previous AFSL under a cloud. ![]() Giving hostages to fortune: Licensees, advisers and the ties that bind themThe end of vertically integrated businesses ![]() Sponsored: The real value of life insuranceTake a look at the photos on any life insurer's brochures and website and you'll see the happy, smiling faces of families enjoying life. While it's easy ... |
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.


















