 JOSHUA LEE | WEDNESDAY, 22 APR 2026 Advice firms that fail to adopt innovative approach risk falling behind their peers. Read more  CLIVE FERNANDES | THURSDAY, 2 APR 2026 As the super industry continues to evolve, innovation becomes the centralised focus for continued growth in client acquisition and retention. Read more  TALI BOROWICK | THURSDAY, 12 FEB 2026 Licensees need to be prepared for the risks AI poses to their business, as 2026 becomes the year of 'accountability'. Read more CLIVE FERNANDES | THURSDAY, 24 APR 2025 This article explores the transformative change that can be achieved through the implementation of smart technologies, highlighting how this has been achieved by some financial services entities overseas. Read more CLIVE FERNANDES | THURSDAY, 17 APR 2025 This article explores the evolution of superannuation, the operational challenges funds face, their impact on members and the financial system, and the solutions that can drive industry transformation. Read more  TRACY LU , TOMMY CHEN , MAX JONES , PAUL MERSIADES | FRIDAY, 4 APR 2025 In this article, we set out the key themes that emerged from our analysis and recommend ways to mitigate IP risk when using generative AI tools. Read more CLIVE FERNANDES | FRIDAY, 7 FEB 2025 While generative AI grabs headlines for its capabilities in content creation and automation, its real value in financial advice lies in how it augments existing processes and empowers human advisers to provide better services. Read more  LESLEY SUTTON , EMILIE WILLIAMS | FRIDAY, 8 NOV 2024 The government recently introduced a raft of bills to parliament as part of a Cyber Security Legislative Package. This article explores the proposals to strengthen the existing obligations and government powers under the Security of Critical Infrastructure ... Read more  JAIME LUMSDEN , MICHELE LEVINE | FRIDAY, 11 OCT 2024 The outcome of Australian Securities and Investments Commission v Bit Trade Pty Ltd [2024] FCA 953 (Kraken Case), for which judgment was handed down on 23 August 2024, was somewhat unenlightening so far as it related to the application of the design ... Read more |
Latest News
Shield investors launch Macquarie class action
Gordan Legal commenced a class action against Macquarie Investment Management, alleging the investors in the collapsed Shield Master Fund have not been fully compensated for losses affecting their retirement savings.
Sequoia plots potential restructure
Sequoia Financial Group, the parent company of InterPrac Financial Planning, is conducting a thorough review of all its operating subsidiaries for a potential restructuring.
Paul Chiodo sues Shield-linked City Built, director for $200m
Former Keystone Asset Management director Paul Chiodo is suing City Built, its director Roberto Filippini, and members of his family, who are tied to the collapse of the Shield Master Fund, for $200 million, alleging they engaged in a wide-ranging scheme that led to substantial property construction ...
Stay up to date with regulatory compliance at the FAAA Congress
The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian Financial Complaints Authority (AFCA) and the Compensation Scheme as Last Resort (CSLR).
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
