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Yes, but we filtered out Shield, First Guardian says Fiducian

Yes, but we filtered out Shield, First Guardian says Fiducian

Fiducian has acknowledged the licensing conditions imposed by APRA with a reminder that its governance stopped Shield and First Guardian.
Active management ‘close to zero-sum game’

Active management ‘close to zero-sum game’

The latest analysis from Morningstar paints a pessimistic picture for active managers describing their position as a zero-sum game.
Chant West, FAAA unveil ‘advice-ready’ certification for super funds

Chant West, FAAA unveil ‘advice-ready’ certification for super funds

The FAAA and Chant West have launched a new certification for super funds to determine how they support the delivery of financial advice.
Golden railway junction

Middle East tensions fuel gold ETF inflows

Mike Taylor 2 April 2026

Investment

No Comments

The ongoing conflict in the Middle East is continuing fuel strong flows towards gold ETFs despite the recent liquidity-drive sell-off.

Russell completes Zurich IM business acquisition

Binaya Dahal 2 April 2026

Funds Management

No Comments

Russell Investments’ retail and wealth FUM in Australia expands to approximately A$11 billion after the acquisition of Zurich’s IM business.

REITs poised for gains despite Iran uncertainty, says LaSalle

Binaya Dahal 2 April 2026

Investment

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LaSalle Investment Management’s Paul Meierdierck says the long-term outlook for REIT investors remains compelling despite Iran uncertainty.

ASX gains three American Century-backed ETFs

Yasmine Raso 2 April 2026

Funds Management

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The ASX is now home to three ETFs from American Century’s Avantis Investors, after they were pulled from the Cboe Australia exchange.

Self-licensed advice model ‘coming of age’: MDS

Yasmine Raso 1 April 2026

Financial Planning

No Comments

The ongoing Shield and First Guardian fallout has driven a surge in both awareness and popularity of the self-licensed advice model.

Capstone expands offering with self-licensee backoffice solution

Yasmine Raso 1 April 2026

Financial Planning

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Capstone Financial Planning has launched CapBack Licensee Solutions to deliver backoffice support services for self-licensed advice businesses.

Count changes pace, acquires 100% of Oracle

Mike Taylor 1 April 2026

Financial Planning

No Comments

Count Limited has undertaken a strategic pivot with its acquisition of Oracle Group going for 100% ownership.


INDUSTRY NEWS

AI and the drivers of future productivity

Financial Newswire Contributor 2 April 2026

Industry News

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AI’s ability to boost productivity could be game-changing. But what are the pitfalls and opportunities?

Private Assets: making the retail revolution a reality

Financial Newswire Contributor 1 April 2026

Industry News

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Private markets are opening up to retail investors. Learn what this means for your portfolio.

Quality in Volatile Markets: La Trobe Financial’s Advantage

Financial Newswire Contributor 1 April 2026

Industry News

No Comments

As markets turn volatile, La Trobe Financial shows why quality matters most by delivering disciplined credit strategies built for consistent

How to retire with confidence: what successful retirees know

Financial Newswire Contributor 15 March 2026

Industry News

No Comments

A confident retirement should be within reach for every Australian, but with longer lifespans and rising living costs, retirees face growing


Banning

Former Venture Egg adviser banned for four years

Mike Taylor 30 March 2026

Financial Planning

2 Comments

A former Venture Egg adviser has been banned by ASIC for four years on charges he engaged in misleading and deceptive conduct.

AWS Taylor Barrett

Value of advice driving PE interest says Barrett

Mike Taylor 30 March 2026

Financial Planning

3 Comments

Financial advisers have become genuine value drivers in wealth management which is attracting the attention of private equity says Paul Barrett.

Welcome back

Advisers being drawn back to profession

Mike Taylor 27 March 2026

Financial Planning

No Comments

The demand for experienced financial advisers has seen 10 who exited the profession in December returning to their old licensees.

Empower us to transition members says HESTA

Mike Taylor 1 April 2026

Superannuation

No Comments

HESTA has renewed its call for funds to be empowered to transition members to retirement phase products unless members specifically opt-out.

Court judgement

Fiducian subsidiary to pay $7.3m penalty

Mike Taylor 31 March 2026

Funds Management

No Comments

Fiducian subsidiary Fiducian Investment Management will pay a $7.3m penalty over action launched by ASIC over ESG claims.

Gold fish jumps to bigger bowl

Legalsuper loses CEO and CIO

Mike Taylor 31 March 2026

Superannuation

No Comments

legalsuper is in the market for both a CEO and CIO after Luke Symons was appointed to the CEO role at Equip Super.

private credit

Private credit concerns ‘over-sensationalised’

Mike Taylor 31 March 2026

Investment

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Global investment bank Barclays has looked to cool the rhetoric around private credit saying issues have been ‘over-sensationalised’.

Brookfield Oaktree launches new private credit fund in Australia

Private markets – experience matters

Mike Taylor 31 March 2026

Investment

No Comments

Private markets managed portfolios have delivered financial advisers some comfort about investing in a sometimes complex area.

ETFs Selfwealth popular traded

Self-directed investors turn to ETFs

Mike Taylor 31 March 2026

Funds Management

No Comments

Self-directed investors have turned away from income-focused investment options and towards ETFs and global equities says InvestmetMarkets.