My Dealer Services expects surge in self-licensing interest in 2026

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Self-licensing specialist My Dealer Services (MDS) expects even stronger growth in 2026 as more financial advisers look to take control of their businesses and come to understand the associative risk... Read more continue reading

Fitzpatricks launches adviser’s guide to building a national advice firm

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Fitzpatricks Advice Partners has released a practical guide on how to build a national advice firm, targeting principal advisers looking to scale their business and grow in order to serve... Read more continue reading

Hamilton Lane named Best Place to Work in Money Management for 14th Consecutive Year

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Leading private markets investment management firm Hamilton Lane (Nasdaq: HLNE) has been named a “Best Place to Work in Money Management” by Pensions & Investments for the 14th consecutive year.... Read more continue reading

Aged Care Steps announces winners of 2025 Aged Care Adviser of the Year Award

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Aged Care Steps has revealed the winners of the 2025 Aged Care Adviser of the Year Awards, celebrating advisers who are lifting the standard of aged care advice across Australia.... Read more continue reading

CPD: The retirement roadmap – helping clients navigate the stages of retirement

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Retirement marks a truly significant transition in one’s life, representing the culmination of years of hard work, diligent saving, and careful financial planning. This period is far more than just... Read more continue reading

The bank of Mum and Dad a key component of the intergenerational wealth transfer

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Praemium’s latest research in conjunction with CoreData reveals that the “Bank of Mum and Dad” continues to play a pivotal role in the generational wealth of Australians, with high-net-worth families... Read more continue reading

CPD: SMSFs, ethics and financial advice

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The appropriate establishment of SMSFs has recently come under increased scrutiny by ASIC and, at around the same time, AFCA’s Annual Review noted SMSFs elicited the highest number of investor... Read more continue reading

CPD: Transparency and communication – making the value of advice visible (Part 2)

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A perennial challenge for advisers, and indeed the advice profession overall, is to articulate the value of financial advice. From a client’s perspective, advice can seem like a complex, jargon... Read more continue reading

Financy Women’s Index hits fresh high on improved female underemployment and closing of gender gap in superannuation

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Australia’s progress toward financial gender equality has reached a new high, with the latest Financy Women’s Index (FWX) hitting 79.44 points in the September quarter. The result, up from 79.32... Read more continue reading

CFA Society Australia commemorates one-year milestone of the Inclusion Code with eight inaugural signatories

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CFA Society Australia is proud to announce that eight organisations across super funds, asset managers, and consultants have adopted the voluntary CFA Institute Inclusion Code (Australia). Grounded in global standards,... Read more continue reading