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For investors thinking holistically about future wealth, adding B Corp accreditation to the provision of investment and education bonds makes a compelling offer.

After witnessing the evolution of the US advice market, David Leon knew his Australian clients would want product and advice to be separate. It’s why the Adelaide adviser was so surprised the Hayne Royal Commission took so long to come about.

The continuing decline in online investment can be traced back to a few developments, but it must also sit alongside a reminder that usage peaked dramatically in the pandemic.

Transfer Balance Caps, Super Balance Thresholds and the rules overseeing the notice of intent to claim a tax deduction are all overly complex and could do with immediate simplification, according to SMSF Association CEO Peter Burgess.

Rob da Silva didn’t plan a career in research, but a confluence of events led to an early career switch away from pure funds management. The research sector has its challenges, which the now-veteran researcher calls “frustrating”, but it also holds real pockets of opportunity for new players to add value for advisers.

Over his 28 years as an adviser, Growden has learned a lot about investing: his mantra now is “stick to what you know”. His best investment, he says, was buying equity in what became Shadforth 25 years ago, while his worst came from moving outside rule number one.

The decision to build an academy for advisers wasn’t taken lightly, says Link Wealth founder Steve Sloane. But the strategy is paying dividends, with some of the best young advice talent in the country coming through its ranks.

Commenting on its multi-year partnership with The Inside Network, CFS distribution lead Bryce Quirk called the insiders community an “ideal vehicle” to deliver its core values, which hinge on servicing financial advisers and their clients.

The government will now follow through on Levy’s proposal to bring licensed financial institutions back into the advice fold, while also agreeing to “modernise” the Safe Harbour Steps and swap SOAs with “advice records”.

The five holdings were only for about two weeks each, and then divested as soon as Morningstar became aware of them. But ASIC takes a seriously dim view of ESG claims that don’t match reality these days.

The government’s position on what to do with the Safe Harbour Steps is no longer clear, but the chances of seeing it supplanted by the existing Code of Ethics are slim according to the FAAA’s policy chief Phil Anderson.

You can’t judge a book by its cover in the far north of Australia, says adviser Anthony Menico. Sometimes it’s the most unassuming clients that have the most complex financial advice needs.