In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by Vanguard Australia head of financial adviser services Rachel White, Family Wealth Advisory founder Michael Bova and Aequitas Investment Partners joint chief investment officer Rowan Stewart. The panel will discuss the merits of relying on low-cost, and often passive investments, and whether lower-cost active options deliver value for money – and how to avoid potential pitfalls like being overly concentrated in the same stocks.

In just its second full financial year of operation, the Compensation Scheme of Last Resort has already seen its legislated subsector cap of $20 million exceeded for financial advice claims, with the FY26 levy coming in at $67 million and the FY27 levy already close to double that. 

In this episode of the Professional Planner Shape of Advice podcast, CSLR chief executive David Berry and editor Chris Dastoor discuss the work going on to make the scheme sustainable. 

In the first episode of the new season of the Professional Planner Shape of Advice podcast, Vanguard Australia managing director Daniel Shrimski says Australia has many hallmarks of a quality investment destination, but could work on all three of these critical factors.

Professional Planner has relaunched Shape of Advice, a podcast series dedicated to the people, policies and processes that will enable future delivery of quality financial advice.

In the first episode of the new season, Minister for Financial Services Stephen Jones sits down for an exclusive interview with Conexus Financial editor-in-chief Aleks Vickovich to discuss the Quality of Advice Review process so far, the next steps and the Albanese government's vision for an enhanced financial advice sector.

In this wide-ranging discussion, the minister takes us behind the scenes of one of the nation's most complicated and contentious reform projects, explaining where he has been willing to change his position and reflecting on his own performance in a notoriously tough portfolio.