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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.
Former Venture Egg adviser banned for four years

Former Venture Egg adviser banned for four years

A former Venture Egg adviser has been banned by ASIC for four years on charges he engaged in misleading and deceptive conduct.
Value of advice driving PE interest says Barrett

Value of advice driving PE interest says Barrett

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

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

Yasmine Raso 1 April 2026 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 No Comments

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 No Comments

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

Welcome back

Advisers being drawn back to profession

Mike Taylor 27 March 2026 No Comments

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

Senior appointment

AFCA installs scams chief to spearhead EDR scheme

Yasmine Raso 27 March 2026 No Comments

AFCA has appointed its first Chief Scams Officer, David Lacey ahead of becoming the government’s authorised EDR scheme.

Super funds leery of unfinished DBFO

Mike Taylor 26 March 2026 5 Comments

Superannuation funds want to deliver more advice to more members but are conscious of the incomplete nature of the DBFO changes.

Priorities

Govt maintains ORFR reluctance on Shield/First Guardian

Mike Taylor 26 March 2026 One Comment

Despite the pleadings of Sequoia boss, Garry Crole, the Government has thus far steadfastly shown no liking for an ORFR approach to Shield.


INDUSTRY NEWS

AI and the drivers of future productivity

Financial Newswire Contributor 2 April 2026

Industry News

No Comments

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

No Comments

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


Filter

Best interest rule

Is InterPrac sale in clients’ best interests?

Mike Taylor | 25 March 2026Major licensee heads and financial advisers are questioning whose interests are being best served by Sequoia's sale of InterPrac.
Graphic of costs text riding a red arrow upwards

Original CSLR cost estimates wildly inadequate

Mike Taylor | 25 March 2026CSLR chief executive, David Berry has revealed the degree to which the scheme costs have far outstripped original estimates.

Younger Australians drive support for extended families

Binaya Dahal | 25 March 2026AMP research shows younger Australians are increasingly open to multigenerational living model to share costs and manage financial pressures.
Prejudgement

InterPrac sale the result of a silent, non-legal squeeze

Mike Taylor | 24 March 2026With the courts yet to even hear many of ASIC's charges related to Shield and First Guardian companies are already being commercially punished.
Telescope looking into past

Conquest’s modest punt on InterPrac

Mike Taylor | 24 March 2026The man heading up Conquest Investment Partners, the firm acquiring InterPrac, John Pereira has not made headlines for more than a decade.
Partnership deal

InterPrac goes to private equity

Mike Taylor | 23 March 2026Sequoia is expected to exit a trading halt announcing it has sold InterPrac to private equity player Conquest Investment Partners.
Skull, laptop and old books

History’s grim lessons for InterPrac

Mike Taylor | 20 March 2026There are some grim lessons from history facing Sequoia Financial as it seeks to navigate the future of troubled licensee, InterPrac.
Sinking ships

InterPrac loses 7 more advisers

Mike Taylor | 20 March 2026While Sequoia continues to mull over the future of advice licensee, InterPrac, advisers are voting with their feet and departing to new homes.