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Advisers being drawn back to profession

Advisers being drawn back to profession

The demand for experienced financial advisers has seen 10 who exited the profession in December returning to their old licensees.
Super funds leery of unfinished DBFO

Super funds leery of unfinished DBFO

Superannuation funds want to deliver more advice to more members but are conscious of the incomplete nature of the DBFO changes.
Govt maintains ORFR reluctance on Shield/First Guardian

Govt maintains ORFR reluctance on Shield/First Guardian

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

Best interest rule

Is InterPrac sale in clients’ best interests?

Mike Taylor 25 March 2026 3 Comments

Major 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 2026 6 Comments

CSLR 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 2026 No Comments

AMP 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 2026 4 Comments

With 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 2026 3 Comments

The 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 2026 No Comments

Sequoia is expected to exit a trading halt announcing it has sold InterPrac to private equity player Conquest Investment Partners.


INDUSTRY NEWS

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

TPD Severity – built for today’s realities

Financial Newswire Contributor 2 March 2026

Industry News

No Comments

TPD Severity offers a modern solution that blends seamlessly with existing TPD products, giving financial advisers a flexible, smarter, and more

Challenger

Is your retirement advice built to last?

Financial Newswire Contributor 10 February 2026

Industry News

No Comments

As Australians live longer, longevity risk is reshaping retirement advice. Our guide helps advisers build resilient retirement income plans.

Unlock faster underwriting for smoother approvals

Financial Newswire Contributor 1 February 2026

Industry News

No Comments

Experience the future of faster underwriting with digital PMARs and automated decisioning. Deliver enhanced precision, smarter processing, and quicker


Filter

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.
Skills shortage

FAAA demands recognition of adviser skill shortage

Mike Taylor | 20 March 2026The FAAA is demanding Government recognition of the skills shortages in financial planning and paraplanning and the timescales for repair.
IDR dashboard

AFSLs exposed by ASIC IDR dashboard

Mike Taylor | 19 March 2026Consumers will be able to compare the internal complaints handling performance of advice licensees via ASIC's granular new IDR dashboard.
Financial adviser upskilling

Disciplined systems, leadership key to advice firm success

Binaya Dahal | 19 March 2026Vital Business Partners' new report shows structure, systems and leadership are the major attributes of high performing advice businesses.
Hourglass and alarm clock

Adviser education changes – hot mess, slow burn

Mike Taylor | 18 March 2026The Albanese Government came to office in 2022 promising the 'experienced pathway', three years' later it has drafted its preferred changes.
Model portfolio

Advisers charge towards ETFs amid SMSF portfolio reshuffle

Yasmine Raso | 18 March 2026Advisers are at the centre of a SMSF allocation shift towards ETFs given their diversification benefits, according to AUSIEX.
Elderly couple receiving advice

Industry fund urges bank of mum and dad advice

Mike Taylor | 18 March 2026New research from Aware Super points to parents and grandparents needing advice before funding children into the housing market.