My Dealer Services inks educational partnership with CFS

CFS/self-licensing/financial-advice/

| By Jasmine Siljic |

Self-licensing specialist My Dealer Services has teamed up with Colonial First State to deliver technical support to its network of over 400 self-licensed financial advisers.

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CFS

self-licensing

financial advice

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Stephen Jones to keynote Momentum Media’s Election 2025 event

| By Staff reporter |

News

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

AUTHOR

Wealth Architects plans expansion post-insurance M&A deal

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

| By Laura Dew |

Financial planning

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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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Silver tsunami underscores need for multidisciplinary advice

iress/specialist/retirees/retirement-planning/

| By Jasmine Siljic |

Financial 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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Jasmine Siljic

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FAAA expands advocacy team with senior hire

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

| By Laura Dew |

Financial planning

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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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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

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

| By Laura Dew |

Financial planning

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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financial advice

quality of advice review

statement of advice

Sarah Abood

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Chalmers hands down 2025–26 budget

treasury/Jim-Chalmers/Budget/

| By Staff |

Financial planning

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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treasury

Jim Chalmers

Budget

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Infocus unveils new adviser partnership model

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

| By Jasmine Siljic |

Financial planning

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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infocus

infocus wealth management

financial advice

AUTHOR

Jasmine Siljic

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Boutique practices confront prospect of scaling advice

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

| By Laura Dew |

Financial planning

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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AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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

quality-of-advice-review/

| By Laura Dew |

Financial planning

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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quality of advice review

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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My Dealer Services inks educational partnership with CFS

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Stephen Jones to keynote Momentum Media’s Election 2025 event

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Wealth Architects plans expansion post-insurance M&A deal

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Laura Dew

Laura 's social profiles:

Silver tsunami underscores need for multidisciplinary advice

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Jasmine Siljic

Jasmine 's social profiles:

FAAA expands advocacy team with senior hire

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

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Laura Dew

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Chalmers hands down 2025–26 budget

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Infocus unveils new adviser partnership model

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Jasmine Siljic

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Boutique practices confront prospect of scaling advice

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

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