Skip to main content

DBFO tranche 2 falls well short – TAA

DBFO tranche 2 falls well short – TAA

The Govt's exposure draft of the DBFO 2nd tranche legislation has fallen flat with the TAA saying it provides little incentive to change.
It’s election eve. Brace for disappointment

It’s election eve. Brace for disappointment

Mike Taylor writes that after decades of political let downs, financial advisers should brace themselves for disappointment on Saturday.
Don’t collectively bill fund members who receive external advice

Don’t collectively bill fund members who receive external advice

Super fund members who use an external adviser should be able to opt out of being collectively charged for fund-delivered advice says SIAA.
Alternatives

Escala debuts all-in-one platform to simplify alts investments

Patrick Buncsi 30 April 2025 No Comments

Escala Partners has launched a new end-to-end investment platform designed to streamline clients’ access to alternatives investments.

New app launch

Fiducian launches first client-facing mobile app

Patrick Buncsi 30 April 2025 No Comments

Australian advicetech developer Fiducian Group has released its first mobile investment portfolio overview app.

Male figure steps into gap

Link Wealth develops school program to address financial literacy gap

Yasmine Raso 30 April 2025 No Comments

To address the financial advice sector’s talent shortage and the financial literacy gap, Link Wealth has developed a new school program.

Man with magnifying glass

AFCA’s ‘but for’ CSLR approach in question

Mike Taylor 29 April 2025 2 Comments

AFCA’s ‘but for’ approach has been blamed for driving up the cost of the CSLR and will face intense post-election scrutiny.

Clock with cobwebs

A key trigger for fixing the CSLR remains frozen

Mike Taylor 28 April 2025 3 Comments

How the can was kicked down the road on the Senate inquiry capable of opening the door to fixing the CSLR funding model.

Carousel

Adviser numbers holding steady

Mike Taylor 28 April 2025 No Comments

Movement between licensees continued to be the dominant factor generating changes to the FAR last week, according to WealthData.

ASIC sues Binance for consumer protection failures

AFSL hit with $11m penalty over conflicted remuneration

Mike Taylor 24 April 2025 No Comments

A financial planning licensee has been hit with an $11m Federal Court penalty over conflicted remuneration and cookie cutter advice.


INDUSTRY NEWS

Trump and the great rebalancing

Financial Newswire Contributor 1 May 2025

Industry News

No Comments

Podcast: Chris Wallis believes this volatility is part of a global movement of capital out of an over-invested US, creating opportunity for investors.

Protect their futures. Grow your business. 

Financial Newswire Contributor 1 March 2025

Industry News

No Comments

By combining MLC Life Insurance’s 138-year history with the support of Nippon Life, Acenda will continue to offer competitive and innovative cover.

Duration’s comeback: A better friend for income and credit

Financial Newswire Contributor 8 April 2025

Industry News

No Comments

We think it is time for income and credit investors to accept duration back into the friend circle…

Trade, tariffs, and the market response

Financial Newswire Contributor 21 April 2025

Industry News

No Comments

Global markets have been rattled following proposed tariff implementations. Fidelity experts weigh in across asset classes and lay out their thinking


Filter

Hourglass

Financial adviser numbers stand at 15,610

Mike Taylor | 22 April 2025Financial adviser numbers on the FAR have grown by 134 this year to 15,610 revealing just how slow a return to pre-2018 numbers will be.
Daniel Mulino

Is Mulino ALP’s next Financial Services pick?

Mike Taylor | 17 April 2025WIth a PhD in economics and a policy background, Daniel Mulino, is being viewed as the ALP's likely next financial services portfolio pick.
Australian flag with stock ticker

Financial services want bipartisan policy common sense

Mike Taylor | 17 April 2025The major political parties are being urged by the financial services sector to deliver common sense and policy certainty.
M&A

Centrepoint acquires Brighter Super advice business

Mike Taylor | 16 April 2025In what represents a modest but important transaction, Centrepoint Alliance has moved to acquire the Brighter Super financial advice book.
elder abuse

FAAA questions possible AFCA over-reach

Mike Taylor | 11 April 2025The FAAA has challenged AFCA to explain why it believes it has the power to set standards around elder abuse in financial services.
Blame/Shame blocks

ASIC proposes naming AFSLs on breach dashboards

Mike Taylor | 11 April 2025Financial advice licensees are facing being named on new dashboards being proposed by ASIC as part of the breach reporting regime.
adviser comings & goings

Adviser exam graduates boost FAR numbers

Mike Taylor | 11 April 2025Financial advisers numbers have been boosted by those who passed the latest financial adviser exam registering on the FAR.
Federal Election

No matter which party wins, fixing the CSLR must be priority

Mike Taylor | 10 April 2025No matter which of the major parties wins the Federal Election fixing the CLSR has to be a priority says the FAAA.