 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  FAHIM KHONDAKER , NICK FOX | WEDNESDAY, 31 JUL 2024 As organisations weigh the potential benefits and risks of generative AI, it's already causing a monumental shift in how we work and perceive the value of tasks. Read more |
Latest News
Advisers expect growth despite uphill challenges
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
How to distinguish strong regional markets from regional growth stories
Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
