Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Financial Planning

Sequoia gives InterPrac sale a second shot

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
Sequoia is trying its hand at selling InterPrac Financial Planning again after its first sale attempt to Conquest Investment Management was left in the air.

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.

FS Power50 voting opens

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
Voting for Australia's most influential financial advisers in the 2026 Financial Standard Power50 is now open, with 122 advisers shortlisted for the annual ranking.

First Guardian victims advance in case against InterPrac

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000.

Frontier Advisers brings Segal Macro, LCP partnership to close

RIDDHIMA TALWANI  |  THURSDAY, 20 AUG 2026
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership.

Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will ...

Mulino unveils sweeping reforms to cold calling, MISs

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
The government will enforce sweeping reforms around cold calling, predatory superannuation switching and managed investment schemes in the wake of the Shield and First Guardian Master Fund collapses, which lost an estimated $1 billion in retirement savings ...

New investment governance provider for AFSL launches

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
A new investment governance service provider has opened its doors for small to medium-sized AFSL holders to enhance and strengthen their governance frameworks.

Iress bets on AI as business transformation moves forward

KARREN VERGARA  |  MONDAY, 17 AUG 2026
Iress is shifting its focus from business simplification to executing an ambitious artificial intelligence (AI)-driven product strategy that will help financial advisers slash work processes by nearly 40%.

Advisers bolster client book amid compliance burden: CoreData

KARREN VERGARA  |  MONDAY, 10 AUG 2026
Financial advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData.