Industry-wide standards essential to robust cybersecurity
Advice licensees and advice firms hold client data valuable enough to make every business a target. The 2026 Professional Planner Licensee Summit heard that the only way to know a cybersecurity policy is working is to verify the controls in real time, and that industry-wide standards are a must.
June 30, 2026
ASIC lambasts platform trustees for poor adviser oversight
ASIC has criticised platform trustees’ oversight of advice documents, monitoring of advice fee caps and investment holding limits in a damning report covering the industry’s major providers. The report comes as the Super Members Council launches a fresh attack on the more than $1 billion in advice fees being deducted from superannuants’ accounts.
June 29, 2026
What the new CGT rules mean for SME clients
The federal government's recent announcement regarding small business capital gains tax concessions introduces significant changes that financial advisers must prepare for, writes financial adviser Sheshan Wickramage. By increasing the turnover threshold for the 50 per cent active asset reduction from $2 million to $10 million, the government has fundamentally altered the exit landscape for SME clients.
June 29, 2026
Platform satisfaction tied to adviser growth ambitions: Research
Adviser platform satisfaction is fundamentally tied to how well a platform supports the adviser’s business growth ambitions, according to a report from SuitabilityHub and CoreData. The inaugural research also covers which platform is building the most new business relationships.
June 26, 2026
Shield sent almost $65 million to lead generators
ASIC is suing directors and compliance committee members of the Shield Master Fund’s responsible entity, Keystone Asset Management, for misuse of investor money. Among the allegations is that the managers of the fund sent almost $65 million to lead generators.
June 26, 2026
AIOFP board exodus follows white label platform deal
Four directors of the Association of Independently Owned Financial Professionals have departed the board, citing concerns over the launch of a new platform in the wake of the Shield and First Guardian disaster. The white label arrangement with DASH comes in response to InterPrac advisers being blacklisted and is the controversial industry body's second foray into platform product provision.
June 25, 2026
Financial advice can avoid AI-driven ‘Kodak moment’
Financial advice is positioned to avoid a “Kodak moment” and being made obsolete by AI and technology, as human-led interactions will continue to be a driving force in its proposition, the Professional Planner Licensee Summit heard. But while AI might be part of the model of the future, a panel also discussed whether a key model from the past, vertical integration, will still have a place.
June 24, 2026
Exploring the link between innovation and investment governance
The relationship between governance and performance has been explored in-depth, contributing to the belief that long-term business and investment success requires prioritising ethical, sustainable, and responsible practices alongside financial performance. Investment governance, which refers to the systems, policies and procedures used to inform investment decisions, is an essential part of good corporate governance for all
June 24, 2026
What is the future of investing?
Produced in partnership with Dimensional Fund Advisors. I cannot predict the future, but I am sure about two things: one is that markets are getting easier to access, but increasing choice is adding complexity; two, investors enter the market expecting a good return, but increasing complexity creates ways for it to slip away. In a
June 24, 2026
