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GDG’s Evidentia takes Encore Advisory

GDG’s Evidentia takes Encore Advisory

In one of its first major transactions since being acquired by GDG, Evidentia has taken over financial advice consulting group, Encore.
Clock ticking on vital adviser qualification amendments

Clock ticking on vital adviser qualification amendments

A Senate Committee is being reminded the clock is ticking on necessary fixative amendments to adviser education pathway laws.
Advisers question ASIC’s ‘targeted’ SMSF approach

Advisers question ASIC’s ‘targeted’ SMSF approach

Financial advisers have identified concerning parallels between ASIC's SMSF-focused REP 824 and its 2014 REP 413 precursor to the LIF.
Online investing

Brisbane advice firm launches online investing solution

Yasmine Raso 12 November 2025 No Comments

Hudson Financial Planning has become the latest advice firm to launch an online investing solution in the effort to bridge the advice gap.

Hand draws complex outsource

VBP releases offshore outsourcing guide following ASIC review

Yasmine Raso 11 November 2025 No Comments

Vital Business Partners has released a guide to encourage financial advice businesses to reassess their offshore outsourcing agreements.

Inspector Clouseau character

Bad apple identification regime recommended for SMSFs

Mike Taylor 10 November 2025 No Comments

The SMSF Association has recommended to the ATO that it put in place a regime to identify people guilty of prior contraventions.

Red card

ASIC panel hits financial advisers for CPD non-compliance

Yasmine Raso 10 November 2025 4 Comments

Five financial advisers have fronted ASIC-convened panels for failing to adhere to their continuing professional development requirements.

Deliver what you promised

ASIC erodes SMSF advice ‘control’ pitch

Mike Taylor 7 November 2025 10 Comments

Gaining ‘control’ has been a core pitch to clients in setting up SMSFs but ASIC has warned advisers they risk charges of mis-selling.

Page with 'Rare' written on it next to a pen

Only 185 pure risk advisers left

Mike Taylor 7 November 2025 3 Comments

New research from CALI has confirmed that specialist life/risk advisers have become a rare breed, exacerbating the life insurance gap.

Small ball pushing down a see-saw with big ball on other side

The rise and rise of boutique advice AFSLs

Mike Taylor 7 November 2025 No Comments

New analysis conducted by Wealth Data has confirmed how boutique AFSLs have grown over the past three years to dominate the profession.


INDUSTRY NEWS

Governance: the investment megatrend you’ve never heard of

Financial Newswire Contributor 10 November 2025

Industry News

No Comments

Mirova’s Jens Peers discusses how governance is an investment megatrend straddling both geopolitics and cybersecurity.

TPD Severity: A Smarter way to protect your clients

Financial Newswire Contributor 1 November 2025

Industry News

No Comments

Industry-wide, Total and Permanent Disability (TPD) claims have risen sharply in recent years. At Acenda, we recognise this has created challenges…

Why Durability Matters in Private Credit & How La Trobe Financial Sets the Standard

Financial Newswire Contributor 1 November 2025

Industry News

No Comments

In private credit, innovation matters, but lasting success relies on resilience and reliable performance in challenging market conditions.

Real Estate Private Credit’s Ongoing Role in Investment Portfolios

Financial Newswire Contributor 1 November 2025

Industry News

No Comments

This research paper explores the rise of commercial real estate private credit in Australia, its resilience through economic cycles, and why…


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Award winner

Financial planning students win big in Entireti uni challenge

Yasmine Raso | 7 November 2025Financial planning students from RMIT University and Deakin University have taken out the top prizes in the 15th Entireti University Challenge.
ASIC website browser image

ASIC’s damning findings on SMSF advice

Mike Taylor | 6 November 2025ASIC has released damning findings about the quality of financial advice around SMSF establishments after reviewing 100 files.
Yellow Brick Road

ASIC’s Longo provides Mulino with policy roadmap

Mike Taylor | 6 November 2025ASIC chairman, Joe Longo has proved that while ASIC does not write Government policy it certainly knows how to draft a policy roadmap.
Boutique

Being boutique: it’s a culture, not a head count

Financial Newswire Contributor | 6 November 2025The founder of boutique licensee, AMAFA, Keith Marshall, argues that being a boutique is about more than just adviser head-count.
Two hands shaking

AZ NGA secures deal with SA accounting and advice firm

Yasmine Raso | 6 November 2025AZ NGA has expanded its network of strategic partners and its SA footprint via a deal with accounting and financial planning firm, Oreon Partners.
Complaint sign and gavel

Interprac supplants Dixon on AFCA complaints list

Mike Taylor | 4 November 2025The impact of the collapse of Shield and First Guardian on the cost of the CSLR has been reinforced by updated complaints data from AFCA.
Arrow hitting rock bottom

Defensive EQT acknowledges $300m Shield hit

Mike Taylor | 31 October 2025ASIC's action against EQT over Shield and First Guardian generated a $300m hit to the company's market capitalisation.
Unaffordable

Speed up advice changes say industry funds

Mike Taylor | 31 October 2025Key industry funds group, SMC, is urging the Government to speed up the legislative reforms necessary to allow delivery of affordable advice.