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.
 Are chatbots providing financial services?Many financial services businesses now use technology, such as algorithms and chatbots, to help attract and service their customers.  Planners, you're leaving value on the tableTraditionally, financial planners' focus has been getting new clients on a recurring revenue arrangement as soon as possible. If any regard has been given ...  Building blocks of premium constructionAgainst a backdrop of increased industry commentary regarding the sustainability of the income protection market and trends in pricing, it's important ...  Mandate fees for risk advice and watch the complaints growIf we keep going the way we are headed, commissions will one day be completely banned and life insurance advisers will only be permitted to charge fees ...  It ain't me, babe: A message to FASEAIt's official. There's a furore building among financial advisers over proposed education standards. And the big surprise is that the noise isn't coming ...  Married? De facto? Does it matter for same sex couples?It sure does. As advisers, we need to understand the subtle nuances of modern living arrangements for all our clients, particularly those in same sex ...  Advising on investment bubbles"If investing is entertaining, if you're having fun, you're probably not making any money. Good investing is boring. Leadership lessons from successful professional firmsHow you can learn from two radically different leaders and take your firm to the next level.  Insurance SoA: The tip of the (adv)icebergToward the end of last year, research emerged yet again confirming the advice industry's inability to truly connect and engage with Australian consumers.  Why the adviser's voice recorder is the surgeon's scalpelInterested in fast-tracking your team's understanding of client value by at least 50% in just a month? |
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SACHA BURCHGART
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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.
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