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Stephen Jones to keynote Momentum Media’s Election 2025 event

Financial Services Minister, Stephen Jones, will keynote Momentum Media’s Election 2025 event.<

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Wealth Architects plans expansion post-insurance M&A deal

Brisbane/financial-advice/life-insurance/M&A/

Wealth Architects chief executive Callum Mitchener details the firm’s expansion plans, following a majority stake taken by insurance distribution group Envest.

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Silver tsunami underscores need for multidisciplinary advice

iress/specialist/retirees/retirement-planning/

With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree clients.

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FAAA expands advocacy team with senior hire

financial-advice/phil-anderson/advocacy/Parliament/

The Financial Advice Association Australia has appointed a senior manager for policy and advocacy, a newly created role for the body as it ramps up its advocacy efforts.

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'Disappointing' draft DBFO reforms denounced by FAAA's Abood

financial-advice/quality-of-advice-review/statement-of-advice/Sarah-Abood/

The Financial Advice Association Australia has said it is unwilling to support the latest Delivering Better Financial Outcomes reforms unless substantial changes are made to its content.

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Chalmers hands down 2025–26 budget

treasury/Jim-Chalmers/Budget/

Treasurer Jim Chalmers has handed down the federal budget for 2025–26 with a focus on retaining stability and certainty for the financial services sector.

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Infocus unveils new adviser partnership model

infocus/infocus-wealth-management/financial-advice/

National advice licensee Infocus has revealed a new integrated business model that seeks to partner with financial advisers and support scaleable growth in their practices.

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Boutique practices confront prospect of scaling advice

Zenith/managed-accounts/scale/scaled-advice/

Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact on their business.

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What will need to be included on new DBFO advice documentation?

quality-of-advice-review/

The government has shared further details about how the Statement of Advice replacement documentation will look under Delivering Better Financial Outcomes legislation.

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Vanguard seeks to increase global equity ETF range

ETFs/vanguard/international-equities/

Vanguard has indicated it is actively trying to meet the demand for international ETFs with its next ETF launches sitting in this space.

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