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China's comeback story has three core themes: Matthews Asia

MATTHEW WAI | FRIDAY, 16 OCT 2026

... intelligence (AI) will be key. "[The solution] used to be software, but in China, that industry never took off because all the best software engineering talents went to e-commerce companies," she explained. "But now... e-commerce is already a mature ...

Advice firms lacking AI integration: Iress

VINNY VUCAGO | FRIDAY, 16 OCT 2026

... process challenge. Traditional rules-based automation remains well suited to deterministic, repeatable tasks, while AI is best suited to work involving natural language, interpretation and synthesis. The focus should be on applying the right technology ...

Macquarie wealth investment chief to depart

MATTHEW WAI | FRIDAY, 16 OCT 2026

... trust in us." Macquarie Group confirmed Huxford's departure and thanked him for his contributions. "We wish Paul the best of luck with his new endeavour," a Macquarie spokesperson said. "We're fortunate to have a deep bench of expertise guiding ...

'Flawed' CSLR model needs to be redesigned: SMC

MATTHEW WAI | WEDNESDAY, 14 OCT 2026

... costs would sit most closely with the sub-sectors from which these unpaid compensation orders arise and where entities are best placed to prevent or mitigate consumer harm," the paper noted. "A genuine risk-based model would not push such a large proportion ...

IFM looks offshore for renewable lending opportunities

RIDDHIMA TALWANI | MONDAY, 12 OCT 2026

... for us on a comparative basis. So, it's interesting for us to look at these investments there," he said. "You get the best of both worlds... you're able to actually have that positive outcome through investing in renewable energy and energy transition ...

Mason Stevens farewells managing director

MATTHEW WAI | MONDAY, 12 OCT 2026

... close to three years. "Today marks my last day at Mason Stevens after a very satisfying seven years building and leading the best distribution team in the market," Mitchell said. "A debt of immense gratitude to the team that took me in way back then ...

ASX to defend legal action brought by shareholder

MATTHEW WAI | MONDAY, 12 OCT 2026

... to defend the claims submitted by one of its shareholders on ASX's behalf, stating the applications filed are "not in the best interests of the company." Rosherville Capital, a Sydney-based family office and private investment vehicle, is a minority ...

UniSuper says Firmus float was 'priced to perfection'

RIDDHIMA TALWANI | FRIDAY, 9 OCT 2026

... company a market value of $44 billion. The firm withdrew its application to list on the ASX, saying the listing is not in the best interests of the company and its shareholders. It will now seek capital from private markets and consider other public ...

Former Income AM director launches fixed income advisory

MATTHEW WAI | FRIDAY, 9 OCT 2026

... turnover. "Whilst fixed income portfolios do require careful oversight, if you have a well-constructed portfolio, very often, the best thing to do is sit back and collect the income. "My model, whereby I charge an annual management fee, doesn't unduly ...

ASIC sues another former Venture Egg adviser

VINNY VUCAGO | WEDNESDAY, 7 OCT 2026

... to roll over more than $25 million of superannuation into First Guardian. The regulator alleges the advice failed to meet best interest obligations, was inappropriate and places Saad's interests ahead of those of his clients. "We allege Mr Saad participated ...

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Praemium's new leadership toughens earnings yardstick

RIDDHIMA TALWANI

Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.

Australian Ethical FUM drops by $70m

RIDDHIMA TALWANI

Australian Ethical saw a net outflow of $100 million in its investment business in the first quarter of the financial year.

Perennial expands wholesale offer for pre-IPOs

MATTHEW WAI

Perennial Partners is launching a new strategy for wholesale investors to capitalise on global pre-IPO opportunities, requiring a minimum investment of $100,000.

Macquarie wealth investment chief to depart

MATTHEW WAI

Macquarie chief investment officer for wealth will take on a new role at a New Zealand-based investment management firm after serving in the position for close to three years.

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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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FAAA Congress 2026

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David Sharpe

CHAIRMAN
FINANCIAL ADVICE ASSOCIATION AUSTRALIA

A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.

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