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Financial Planning

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice.

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found.

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results.

FSC explores if adviser licensing framework remains 'fit for purpose'

MATTHEW WAI  |  MONDAY, 28 JUL 2025
The Financial Services Council (FSC) has released a green paper addressing the case for reforming Australia's financial advice licensing framework to better progress the advice sector against today's challenges.

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
FirstChoice, BT Panorama and Insignia Financial are the most widely used platforms among financial advisers, according to Rainmaker Information, which shows that one third of the industry rely on the 'Big 3'.

ASIC bans investment scammer

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
ASIC has permanently banned the founder of Maxwell Financial Services and Asset Capital Holdings, Matthew Allen Beresford, from working in financial services, after he was found guilty of running an investment scam.

Investments, advice complaints jump 18%

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
Investments and financial advice complaints jumped 18% in the 2025 financial year, thanks to the failures of United Global Capital, Shield Master Fund, First Guardian Master Fund and Brite Advisors.

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients.

North inflows jump 60%

KARREN VERGARA  |  MONDAY, 21 JUL 2025
AMP's North platform saw net inflows jump 60% in the last financial year, with $1.7 billion of client money reported in the June quarter.

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
CPA Australia says the drastic exodus of financial advisers has put Australians' retirement money at risk, possibly leading them to invest in higher-risk schemes.