It’s much worse than you think: interim research findings show a deepening advice practice data and implementations crisis

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Elemnta has released interim research results revealing a significantly deeper-than-first-estimated capacity crisis facing Australia’s financial advice sector. The interim results reveal that data and implementation inefficiency are emerging as two... Read more continue reading

VBP supports ASIC recommendations on outsourcing arrangements

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Outsourcing specialists, Vital Business Partners (VBP) has urged financial advice businesses to review their outsourcing arrangements to ensure adequate governance and risk management, following the Australian Securities and Investments Commission’s... Read more continue reading

ASIC report highlights private credit trap

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ASIC’s call-out around weaknesses in private credit fund governance and valuation practices has support from leading asset consultant Frontier Advisors. Frontier has provided its perspective following the release of ASIC’s... Read more continue reading

Forbes Fava Saville bolsters senior planning team with appointment of Peter Burke

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Forbes Fava Saville Financial Planning (FFSFP) Senior Planner and CEO Cameron Forbes, has announced the appointment of Peter Burke as Senior Financial Planner.  In welcoming Peter Burke to the FFSFP team, Cameron Forbes said,... Read more continue reading

Advisers eye small caps amidst rising valuation concerns

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Amidst heightened uncertainty and stretched valuations, advisers are turning to small caps to boost portfolio returns, according to Fidante’s latest Adviser Markets Survey released last Friday. The research, which surveyed... Read more continue reading

Time to renew or join ANZIIF for 2026: Strengthening professional recognition and learning for the future

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) has launched its 2026 membership renewal campaign, and inviting professionals across the insurance and finance sectors to join a... Read more continue reading

Ecstra Foundation Summit: Momentum builds for national approach to financial wellbeing 

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Ecstra Foundation’s inaugural National Financial Wellbeing Summit last week highlighted the growing support for a nationally coordinated financial strategy as way of improving Australians’ financial and overall wellbeing. The event... Read more continue reading

FAAA responds to ASIC report 824 on SMSF establishment advice

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The FAAA welcomes the release of ASIC Report 824. The report has highlighted some concerning instances of SMSF advice, and it’s an important reminder that while SMSFs can be a... Read more continue reading

Ongoing tensions in the US, RBA decision and Bank of England meeting

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Structural versus macro: flying (a little bit) blind The US government shutdown has made for a paucity of data with which to analyse how the US economy is evolving. That... Read more continue reading

ASIC review raises fresh concerns over risks to retirement savings from poor SMSF advice

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Poor financial advice related to the establishment of self-managed super funds (SMSFs) could be putting some Australians’ retirement savings at risk, an ASIC review has found. ASIC’s risk-based review of... Read more continue reading