Think about the best discovery meeting you’ve ever had. It probably wasn’t the one where you gathered the most data. It was the one where the client opened up, where you walked out thinking: now ...

Speaking on an FAAA webinar last week, chief executive Sarah Abood said there had been a clear shift in the way the Delivering Better Financial Outcomes (DBFO) measures are being discussed. “It’s ...

It is a familiar challenge for advisers. With global instability intensifying, cost-of-living pressures rising, and Australia’s complex retirement system, client fears are rarely eased when they are ...

George is stepping down from the FSC board following her retirement as chief executive of AMP, bringing an end to her tenure as deputy chair during a period of significant regulatory and policy reform ...

Since the fund failures first came to light, the spread of entities that dropped the ball has been well covered. The funds themselves need to be at the top of the list, but the lead generators, ...

For many, the transition from financial adviser to business owner might have a lot of appeal. However, taking on ...

The tool, MainstayAI, allows advisers to upload key documents – including fact finds, file notes and statements of ...

Alongside the consecutive increases, the imminent release of the first exam results for 2026 could provide another boost.

While the SMC earlier this month railed against the notion that member movement from “mainstream” superannuation to SMSFs and ...

As AI continues to embed itself into financial advice practices, a clear message is emerging from across the profession: the ...

The Australian Financial Complaints Authority has appointed David Lacey as its inaugural chief scams officer, which it said ...

Sequoia selling advice licensee InterPrac Financial Planning to unknown Conquest Investment Partners caught the eye of the ...