Australian financial services firms urged to lift vigilance as ‘perfect storm’ of compliance reforms looms in 2026

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Australian Financial Services Licensees (AFSLs) face a 12-month run up unlike any “business as usual” compliance cycle, with a convergence of hard reform deadlines, stepped-up penalty regimes and overlapping regulatory... Read more continue reading

Entireti partners with Striver to grow talent pool of future advisers

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Business services partner, Entireti, has partnered with specialist wealth management career and talent development platform, Striver, to launch a program that will place high quality graduates and job seekers in... Read more continue reading

Investors brace for 2026 behind a sharp pivot to Income and stability

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Self-directed investors are shifting aggressively toward income-focused assets, with new data from InvestmentMarkets revealing that property funds, mortgage funds, income funds and private credit funds have captured the vast majority... Read more continue reading

Australia’s wealthy hit record $4 trillion as Trump tariffs trigger caution beyond Covid levels

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LGT Wealth Management’s 2025 State of Wealth Report shows record high-net-worth growth, a $2.26 trillion wealth transfer already underway, rising allocations into private markets and sustainable investments, and a greater... Read more continue reading

CFS 2025 Advice Practice Profitability Report shows advisers’ growth ambitions outpace capacity, but platform efficiency is closing the gap

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Australia’s financial advice practices want to serve more clients but are constrained by capacity and process inefficiencies, according to the 2025 Advice Practice Profitability Report, commissioned by Colonial First State... Read more continue reading

PPS Mutual appoints Daniel Waller as Head of Distribution to lead next growth phase

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Specialist insurer PPS Mutual has announced the appointment of Daniel Waller as Head of Distribution, marking the next phase in its national growth and adviser engagement strategy. Mr Waller succeeds... Read more continue reading

AFM reopens second value-add fund to continue deployment into retail, office, and living sectors

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Following a solid year of investment into value-add opportunities, Assembly Funds Management (AFM) has reopened its second real estate fund, ADPF2, to investors targeting a net 13-15% per annum return... Read more continue reading

Members greenlight merger of Regional Australia Bank and Summerland Bank

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Regional Australia Bank and Summerland Bank will proceed with a merger after members approved the move at their Annual General Meetings this week. Summerland’s members met on November 19 with more... Read more continue reading

Winners of the 2025 FAAA Awards announced

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The winners of the 2025 FAAA Awards have been announced at this year’s FAAA Congress Gala Dinner in Perth (Wednesday 19 November 2025). The awards acknowledge the work of outstanding... Read more continue reading

Personal digital financial advice leads to 33 times higher member engagement

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AMP has unveiled the next phase of its digital financial advice solution, with three new retirement sub-journeys and a retirement planner that put members in control. The latest series of... Read more continue reading