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Financial Planning

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%.

HNW investors turn to AI but remain loyal to advisers

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
High-net-worth Australians are increasingly turning to artificial intelligence (AI) to manage their finances, but most remain reluctant to replace their financial adviser with the technology, new research from Praemium and CoreData has found.

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.

Retirement portfolios need a new playbook: Real Asset Management

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
The traditional 60/40 portfolio may no longer provide the protection retirees need, with advisers urged to rethink portfolio construction as market volatility, inflation and longevity risks reshape retirement planning.

Advisers should rethink portfolio construction: La Trobe

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
La Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market dynamics require greater focus on real assets and ...

Advice complaints see biggest increase in FY26: AFCA

MATTHEW WAI  |  TUESDAY, 4 AUG 2026
Despite only accounting for less than 10% of the total complaints lodged, investment and advice complaints have seen the steepest increase in FY26, data from AFCA shows.

Acclime acquires Melbourne's Polar 993

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
Acclime, a provider of corporate, governance, advisory and fund services across Asia Pacific and global markets, has signed an agreement to acquire the independent trustee and fund administration business from Melbourne.

Platforms are not solution providers: AZ NGA

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
AZ NGA group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so.

ASIC sues First Guardian-linked auditors

KARREN VERGARA  |  FRIDAY, 31 JUL 2026
ASIC has commenced proceedings against Auditeo Australia and two auditors for their involvement in the First Guardian Master Fund failure.