11+ hour, 40+ 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…...

5+ day, 7+ hour ago   (469+ words) This comes not long after insurance comparison sites were seemingly spared from the government’s proposed changes to lead generation laws. According to ASIC, the Court found “Choosi made representations to consumers that conveyed it compared products from a range of…...

1+ week, 13+ hour ago   (278+ words) Infocus Wealth Management has appointed Darren Smith as head of practice growth, a newly-created executive role focused on the performance of the advice businesses in its network. He brings more than 35 years in financial services across Australia and the UK,…...

1+ week, 13+ hour ago   (277+ words) According to the platforms, the partnership combines Marloo’s AI-driven adviser workflow technology with NEOS’s platform and expertise to help advisers assess client protection needs faster and easier. Advisers using Marloo can now access indicative pricing and projections for NEOS Protection,…...

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, 4+ day ago   (390+ words) Image: Supplied, MLC Expand Advisers on MLC Expand can expect artificial intelligence (AI) and automation to shape the platform’s next round of development, after the wrap hired a technology leader who spent her last job putting AI agents into an…...

2+ week, 3+ day ago   (293+ words) The document is simply the final output. That’s why the future of AI in financial advice won’t be defined by what AI can produce. It will be defined by what the AI can access. Everything in one place But advisers…...

2+ week, 5+ day ago   (617+ words) In its 2025/26 financial year results, Centrepoint reported a 16 per cent uplift in normalised earnings before interest, tax, debt and amortization (EBITDA) to land at $12.3 million as at 30 June. Comparatively, the group only surpassed $10 million for the first time last year…...

2+ week, 6+ day ago   (486+ words) The Australians least likely to be paying for financial advice are the quickest to pick up free artificial intelligence (AI) research tools, according to new figures from online broker Webull Australia. Webull launched an AI assistant called Vega AI to…...

3+ week, 13+ hour ago   (641+ words) A few weeks ago, we were facilitating a leadership workshop with a large advice practice that has been around for more than 40 years. Its founder had built an incredible business before successfully handing the reins to her son and another…...