11+ hour, 41+ min ago   (394+ words) This comes as the Government has essentially greenlit the large superfunds too invest deeper in their financial advice capabilities following the announcement of the implementation of the ‘New Class of Adviser’ regime. “Advice has the power to change lives, not…...

3+ day, 11+ hour ago   (513+ words) Shane Monte Silva, formerly an authorised representative of FSGA and financial adviser at AS Financial Planning Pty Ltd, was initially banned by the regulator on 10 December 2025 after finding he had contravened financial services laws when providing superannuation switching advice to…...

4+ day, 13+ hour ago   (562+ words) Whether advisers are using an asset-based, fixed fee or hybrid model, Vital Business Partners (VBP) said the effectiveness of any pricing model isn’t about its position relative to a market benchmark, rather it’s about whether clients see enough value to…...

5+ day, 13+ hour ago   (458+ words) Findings from CFS’s 10x program, which partners with advisers to “help them identify opportunities to improve performance, drive growth and better meet evolving client needs”, the top 20 per cent of advice firms serve an average of approximately 190 clients per adviser, compared…...

6+ day, 12+ hour ago   (1040+ words) This provision allows super trustees to seek financial assistance from the Financial Services mister to cover losses resulting from fraud. In this case, that related to the $240 million lost across 2,079 members connected to Diversa. In his opening statement, Diversa independent…...

6+ day, 17+ hour ago   (511+ words) Michael Marr, Sean Carroll, Seamus Quick, Stephen Cabot and Patrick Armitage join LGT as partners and senior investment advisers, bringing more than two decades of experience across private banking and wealth management, according to the wealth management firm. Michael Marr…...

1+ week, 13+ hour ago   (248+ words) According to MLC Expand, the guide will show advisers and their clients how to locate important Australian Taxation Office (ATO) super information in MyGov. This includes total super balance, concessional contribution cap history, non-concessional contribution information and transfer balance cap…...

1+ week, 13+ hour ago   (484+ words) Image credit: Songsak C / stock.adobe.com Managed accounts have exploded in the advice industry over recent years off the back of increased need for efficiency within advice practices in a bid to nudge capacity higher, leading to total funds…...

1+ week, 4+ day ago   (1008+ words) Shield and First Guardian have dominated conversations across advice for at least the last 12 months after the funds collapsed and financial calamity ensued leaving investors’ retirement savings in the wind and financial advisers picking up the bill. Before that it…...

1+ week, 6+ day ago   (563+ words) As APRA has begun to remove AT1 capital instrumentals, also known as bank hybrids, from banks capital frameworks, and there has already been strong encouragement for advisers to reconsider and reassess their client’s exposure. “The phase-out of hybrids is one of…...