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Licensees

Morningstar recommends shareholders approve Insignia acquisition

Researcher Morningstar has recommended Insignia Financial shareholders approve the proposed acquisition by CC Capital Partners with a vote to come next month after APRA gave its tick of approval.
Regulation

Conaghan dropped as shadow minister; replacement named

Pat Conaghan has been dumped as shadow Minister for Financial Services and will be replaced by party colleague Kevin Hogan in a shake-up of National Party representation in opposition leader Angus Taylor’s shadow ministry.
Regulation
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Compliance
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‘Doesn’t add up’: InterPrac clients left anxious in sale aftermath

Shield and First Guardian investors that received advice via InterPrac Financial Planning are concerned about the future of remediation claims after its sale by ASX-listed owner Sequoia Financial Group. Such concerns include the motives of Conquest Investment Partners, which acquired the licensee, and whether the new company will avoid covering any liabilities by either launching more legal action or going into voluntary administration.
Licensees

InterPrac advisers handed lifeline to move licensees

Sequoia Financial Group has given InterPrac Financial Planning advisers the option of a clean exit strategy after reaching a transition agreement with boutique licensee Avalon FS that would free them from the two-year PI insurance levy imposed on exiting authorised representatives, as ownership is set to transition to Conquest Investment Partners.
Opinion
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Superannuation
1

AustralianSuper’s call for leverage is bold but unnecessary

AustralianSuper's chief liquidity officer Chandu Bhindi has publicly proposed the idea of allowing some super funds to directly use leverage, enabling them to better manage liquidity requirements in crisis situations rather than being forced to sell assets at stressed prices. The Conexus Institute writes that while the idea has some merits, overall it is not necessary and could increase system risk.
Opinion

Older Australians at risk of conflicted and inaccurate aged care advice

Gaps in the regulation of financial advice are exposing older Australians and their families to “conflicted, inconsistent and inaccurate” advice on aged care from a growing number of unlicensed providers. Assyat David, director of Aged Care Steps, has five recommendations to strengthen consumer protections.
On Practice
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Industry

InterPrac takes AFCA to court over fairness concerns in dispute resolution process

InterPrac is suing the Australian Financial Complaints Authority over concerns that the complaints authority has not fairly handled the resolution process, following criticism from Sequoia managing director Garry Crole that other parts of the advice chain are also culpable in the Shield and First Guardian failures.
2026 Advice Policy Summit

The onus is on advisers to embrace technology

The application of technology, including but not only AI, will clearly address efficiency issues within advice firms, but zoom out and the impact on Australian society is potentially profound. A widening advice gap only amplifies the differences between the “haves” and the “have-nots” which must be addressed by improving both the efficiency and affordability of financial advice and HUB24 believes technology enables both.
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10 - 11 June, 2026

Licensee Summit

1 - 2 December, 2026

Researcher Forum

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Risk
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How pro bono advice delivers a helping hand in tough times

Navigating the world of insurance claims can be daunting, especially for people facing significant health or financial challenges. Financial adviser Natalie Lackner volunteered for the Pro Bono Financial Advice Network to help those in need secure access to advice.
Industry

Profile CEO steps aside after seven years

Profile Financial Services CEO Lena Ridley will step away from the company at the end of next month, ending a nearly seven-year tenure that was marked by sweeping changes in the industry due to the Hayne royal commission, the Covid-19 pandemic, and the divestment of its product arm.