Advisers need to disturb clients to take action on estate planning
The number one financial goal for most people is to take care of their family, both on earth and after they’re gone, which is why estate planning must be a core part of the advice proposition, writes Yodal’s Ian Tindale.
August 15, 2025
Mulino mulls additional regulatory guardrails after Shield, First Guardian collapse
Minister for Financial Services Daniel Mulino says failures like Shield and First Guardian show the importance of regulatory guardrails and anticipates more concerning business models will emerge, even as he re-iterated full support for cutting red tape in financial advice.
August 14, 2025
The ultimate private market playbook
With capital flowing more quickly than ever into private markets, investors are rethinking traditional strategies. As EQT’s Daniel Bullock explains, navigating this trend requires specialist skills and experience in order to create and preserve wealth.
August 14, 2025
Mercer Super in ASIC’s crosshairs for alleged member services failures
ASIC is taking the $71 billion Mercer Super to court over allegations that it failed to comply with the reportable situations regime by not informing the regulator about investigations into “serious member services issues”.
August 14, 2025
DBFO a ‘time-sensitive’ and important reform: Mulino
The new Minister for Financial Services and Assistant Treasurer Daniel Mulino told the Conexus Retirement Leaders Summit that he intends to have Tranche 2b draft legislation out this year and that the reforms remain a top priority. Mulino said consultation on the draft could be relatively quick given the level of consultation already undertaken.
August 13, 2025
Best practice retirement principles leave funds no excuses for not doing better
Treasury’s consultation on a set of best-practice principles for retirement income solutions sets out the things all funds should do to give members the best possible outcomes. The guidelines, if implemented, will lift standards across the superannuation industry but critics say thatfunds must also stay focused on the highly individualised needs of members.
August 13, 2025
Entireti acquires IOOF Alliances, rebrands self-license service business
Entireti has acquired Insignia Financial’s self-licensed business, IOOF Alliances, and will merge it with the licensee-to-licensee offer it picked up from AMP in the megadeal that saw the wealth giant’s licensees move last year.
August 12, 2025
ASIC ponders next steps over AFSL PI deficiencies
The corporate regulator has expressed concerns over the lack of transparency around what professional indemnity insurance cover advice licensees have with potential action to come. While ASIC said there have been some improvements with PI coverage for Australian advice firms improving, there was still also concerns over the time it takes to finalise claims.
August 11, 2025
