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Financial Planning

SIAA calls for fresh talent amid advice demand

VINNY VUCAGO  |  MONDAY, 14 SEP 2026
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association ...

FEATURE | Digital advice | Interlocking the pieces

MATTHEW WAI  |  MONDAY, 14 SEP 2026
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.

Aperio joins Akumin

VINNY VUCAGO  |  WEDNESDAY, 9 SEP 2026
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.

Diversa board backs chief executive pay rise, bonus amid First Guardian fallout

KARREN VERGARA  |  TUESDAY, 8 SEP 2026
Diversa Trustees' board paid chief executive Andrew Peterson a bonus of $770,000 and increased his salary at the height of the First Guardian collapse, an inquiry heard, doubling down on its confidence in his leadership and suitability to lead the business.

Inquiry rips into Diversa: 'All profit, no responsibility'

KARREN VERGARA  |  MONDAY, 7 SEP 2026
Diversa Trustees deflected responsibility at a parliamentary inquiry that criticised its governance and structural problems, particularly its role in the failed First Guardian Master Fund, in which members invested about $240 million.

Nine in 10 advisers concerned about greenwashing: RIAA

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026
A recent survey by the Responsible Investment Association Australia (RIAA) found that 94% of advisers have concerns about greenwashing or misleading sustainability claims made by investment products.

Integro expands further into Western Australia with merger

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026
Integro Private Wealth has merged with West Australian advice firm Coastline Private Wealth, strengthening its presence across the region.

WT Financial takes majority stake in TNT Advisor

RIDDHIMA TALWANI  |  WEDNESDAY, 2 SEP 2026
WT Financial has acquired a 70% stake in paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million.

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
The growth in the managed accounts sector has brought scale and efficiency to advice. Rapid adoption is now reshaping the industry and drawing the regulator's attention.

FAAA pushes to expand NCA to financial advisers

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers.