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Financial Planning

VINNY VUCAGO  |  MONDAY, 28 SEP 2026   12:31PM
TAL has launched a new campaign, working with youth media group The Daily Aus, and partners with the AFLW, aimed at promoting mental wellbeing.

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Selfwealth expands into full-fledged wealth platform

RIDDHIMA TALWANI  |  MONDAY, 28 SEP 2026
Trading platform Selfwealth has launched three managed portfolios, expanding from online brokerage into a wealth platform.

Adviser increase the 'strongest' since FY20: Padua WealthData

MATTHEW WAI  |  FRIDAY, 25 SEP 2026
The number of financial advisers has risen to 15,169, with net gains of six new members this week, according to Padua WealthData's analysis.

Product Showcase: Making group insurance count

THE FINANCIAL STANDARD TEAM  |  THURSDAY, 24 SEP 2026
Many financial advisers aspire to provide genuinely integrated advice, but finding ways to support more clients without increasing operational demands remains a challenge.

Vietnam joins FTSE Russell emerging market index

VINNY VUCAGO  |  TUESDAY, 22 SEP 2026
Vietnam has officially joined the FTSE Russell Global Equity Index Series, marking a new phase for its capital market as it moves from frontier to Secondary Emerging Market status.

FAAA flags gaps in discretionary trusts tax reforms, deficient framework

KARREN VERGARA  |  TUESDAY, 22 SEP 2026
Under the proposed minimum tax on discretionary trust reforms, the Financial Advice Association Australia (FAAA) highlighted concerns over trustees potentially being forced to make "major and largely irreversible decisions" before the rules and guidance ...

Shield investors launch Macquarie class action

VINNY VUCAGO  |  FRIDAY, 18 SEP 2026
Gordan Legal commenced a class action against Macquarie Investment Management, alleging the investors in the collapsed Shield Master Fund have not been fully compensated for losses affecting their retirement savings.

Sequoia plots potential restructure

MATTHEW WAI  |  FRIDAY, 18 SEP 2026
Sequoia Financial Group, the parent company of InterPrac Financial Planning, is conducting a thorough review of all its operating subsidiaries for a potential restructuring.

Paul Chiodo sues Shield-linked City Built, director for $200m

KARREN VERGARA  |  FRIDAY, 18 SEP 2026
Former Keystone Asset Management director Paul Chiodo is suing City Built, its director Roberto Filippini, and members of his family, who are tied to the collapse of the Shield Master Fund, for $200 million, alleging they engaged in a wide-ranging scheme ...

Stay up to date with regulatory compliance at the FAAA Congress

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian Financial Complaints Authority (AFCA) and the Compensation ...
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