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.
 The need to achieve real scale in advice - and serve all AustraliansOne of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...  Are US assets becoming less desirable?There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...  Listed private equity: A strategic opportunity amid global market dislocationThe sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.  How to manage the rise of 'early' inheritancesFor decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...  How to select the right research house for your practiceThere are many options available to financial advisers when choosing which research house to partner with. However it's important to understand the differences ...  Beyond the numbersFinancial advisers often claim they tailor financial plans to meet the client's specific needs. But how true is this when the traditional focus is almost ...  Unlocking millennials' financial wellbeing mindsetAs a millennial, I have recognised a definitive gap in the market, cultivated by the persistent idea that financial advice exists exclusively for affluent ...  Ethical finance: Australia's untapped financial planning opportunityThere is a significant gap in serving diverse ethical and cultural needs in Australia's financial services industry. And this gap doesn't just offer a ...  When cash is no longer kingWith markets correcting and interest rates falling as economic growth slows, investors may need to adapt their investment strategies as economic conditions ...  Growth by design rather than by chanceRecently, Freshwater Wealth announced it has achieved 600% growth in less than 12-months, expanding its business to include seven financial advisers and ... |
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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
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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.
