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Financial Planning

Actuaries Institute makes proposal to close advice gap

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
The Actuaries Institute said while the DBFO reforms should help give more Australians access to affordable advice, they require some refinement.

Clime rebuffs media allegations

KARREN VERGARA  |  TUESDAY, 28 OCT 2025
Clime Investment Management has issued an ASX statement in response to a media report.

Court blocks Merhi from financial services

KARREN VERGARA  |  TUESDAY, 28 OCT 2025
Venture Egg financial adviser Ferras Merhi has been banned from working in financial services after ASIC successfully obtained interim restraining orders from the Federal Court.

Macquarie to shed more than 240 investment options

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
Macquarie Investment Management (MIM) today announced it will shed more than 240 actively managed and passive funds on its Wrap platform.

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
The fall of the Shield Master Fund and First Guardian Master Fund calls for tougher scrutiny of research houses and licensees to strengthen their governance framework, according to experts, who warn that an entrenched system requires an urgent shakeup.

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
Financial advisers are poised to deliver better retirement outcomes for their clients using today's crop of products and strategies - but navigating the various risks requires a fresh perspective.

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
Stopping short of calling it vertically integrated, ASIC warns it aims to uncover any conflicts of interests in the managed accounts sector particularly as more AFSLs build in-house products.

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
Most financial advice licensees that rely on offshore service providers (OSPs) fail to adequately assess, monitor and audit their arrangements thus putting their processes and business at risk, a new ASIC investigation reveals.

Vast majority of advised Australians "tangibly" better off: FAAA

RIDDHIMA TALWANI  |  THURSDAY, 2 OCT 2025
A survey by the Financial Advice Association Australia (FAAA) found Australians with a financial adviser are more confident in their perceived quality of life.

Lorica Partners, Multiforte Financial Services merge

RIDDHIMA TALWANI  |  WEDNESDAY, 1 OCT 2025
Financial advice firm Lorica Partners will merge with Multiforte Financial Services, uniting the two companies under the Lorica Partners brand.