Why the CEO of CFS created an AI clone of himself
Colonial First State group CEO Clive van Horen has turned to AI to create an agent “clone” of himself to help boost his own productivity as the emerging technology continues to reshape all levels of financial services organisations.
May 06, 2026
Looking beyond super for certainty in an uncertain environment
Ongoing changes to superannuation policy are shaping behaviours, not just sentiment. In response, a growing number of advisers are directing high-net-worth clients toward non-super assets and different investment structures to achieve greater rule certainty.
May 06, 2026
Why most financial advice scandals give a sense of Déjà vu
Most financial advice scandals are depressingly familiar, often following a similar playbook with predictable results, writes Simon Hoyle. While the players involved may change, the fundamental story doesn’t and it won’t be the last time it’s told.
May 05, 2026
Fintech looks to add 50 advisers in three years with private advisory launch
Wealth management fintech Openmarkets has revealed plans to expand into private wealth with the goal of adding 50 financial advisers to its AFSL in the next three years as it pivots to a B2B model in the aftermath of regulatory action that has been settled with ASIC.
May 05, 2026
Related-party responsible entities under scrutiny by upstart association
A new association will aim to bring in an industry-wide best practice code to lift governance standards of managed investment schemes, including ending related-party responsible entities. The Wholesale Investor Advocacy Australia group will be led by the head of an AFSL responsible manager group and a former Coalition financial services adviser who felt aggrieved by insufficient governance standards across the industry.
May 04, 2026
Why CGT changes won’t shift investor behaviour
The current debate about reducing the 50 per cent CGT discount assumes property investors are primarily motivated by tax savings. Financial adviser Sheshan Wickramage writes the assumption overlooks how real-world investment decisions are made, particularly among high-net-worth investors.
May 04, 2026
First Guardian liquidation continues to eat up recovered funds
First Guardian liquidators want to “temper expectations” over the return of funds to investors as the cost of the liquidation continues to grow with the amount recovered, leaving estimated net cash of $326,000 after expenses.
May 01, 2026
Sequoia scuttles InterPrac sale over complexity and uncertainty
Sequoia Financial Group has scrapped plans for the controversial sale of InterPrac Financial Planning to Conquest Investment Partners after both parties failed to satisfy all conditions necessary to complete the transaction.
May 01, 2026
JANA gets new CIO as Frontier plots OCIO land grab
Former Morningstar Investment Management APAC chief investment officer Matt Wacher will join JANA as its new CIO as rival asset consultant Frontier Advisors prepares to bring its own outsourced CIO solution, powered by the former State Super investment team, to market.
April 30, 2026
When private credit becomes the headline, but not the signal
Framing retail access of private credit as “misuse” risks oversimplifying what is, in reality, a broader structural shift underway across markets, writes Portfolio Construction Forum’s Nick Shoenmaker. Private markets are no longer accessed as standalone exposures and are integrated into portfolios through multi-asset managed account structures.
April 29, 2026
Solving the $326bn ‘stranded’ pension asset problem
More than 1.5 million Australians aged 65 and over are sitting in accumulation phase, paying tax they don’t need to pay. The Actuaries Institute has a plan to fix that, and it doesn’t ask funds to do anything the government and regulators aren’t already pushing them to do.
April 29, 2026
