‘Little pieces of gold’ for advisers in federal budget

mlc/financial-advisers/Budget/federal-budget/

| By Jasmine Siljic |

While the measures in this year’s federal budget may seem minimal, MLC has broken down the “little pieces of gold” and client opportunities for financial advisers to maximise.

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mlc

financial advisers

Budget

federal budget

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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‘Disenfrachised’ HNWIs driving non-custodial usage

praemium/CoreData/custody/high-net-worth/

| By Laura Dew |

Financial planning

High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing client preference as the top factor influencing their usage.

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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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AZ NGA advice practices merge to create super-sized firm

financial-advice/AZ-NGA/M&A/Paul-Barrett/

| By Jasmine Siljic |

Financial planning

Two financial advice businesses in the AZ NGA network have merged to form a multidisciplinary firm with some 20 advisers and 2,500 clients across two states.

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Jasmine Siljic

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My Dealer Services inks educational partnership with CFS

CFS/self-licensing/financial-advice/

| By Jasmine Siljic |

Financial planning

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

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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