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Financial Planning

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.

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
Digital advice can be the silver bullet to deliver advice to the masses. This task sits on the shoulders of super funds, but can they rise to the occasion? Karren Vergara reports.

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
The FAAA has named the finalists in its annual awards program, including Adviser of the Year.

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
Colonial First State has partnered with MST Financial to offer stronger supports for financial advisers.

MSC awarded dual mandate from newly established litigation funder

MATTHEW WAI  |  MONDAY, 22 SEP 2025
MSC Trustees and MSC Abacus, both part of MSC Group, have been appointed as the trustee and administrator for a newly established third-party litigation funder.

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans.

CSLR a 'shared responsibility' for all AFCA members: SMSFA

MATTHEW WAI  |  THURSDAY, 11 SEP 2025
Responding to the Treasury consultation on the Compensation Scheme of Last Resort (CSLR), the SMSF Association (SMSFA) agrees the most efficient and equitable way to fund the special levy is to spread it across all Australian Financial Complaints Authority ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
Research and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says.