Otivo unveils personalised digital advice app
12 June 2026 by Alex Driscoll, Money Management
Digital advice provider Otivo has announced the launch of its AI-powered mobile app, leveraging its AFSL and exisiting digital advice capabilities to deliver personalised advice. Otivo also positioned the app as a solution to the growing ...
Why experts are sounding alarm over finfluencers
9 June 2026 by Nina Hendy, Money Mag
From budgeting hacks to investing tips, finfluencers are attracting huge audiences. Experts warn trust and viral popularity do not equal qualifications. It's easy to see the appeal. The cost of seeing a financial adviser jumped 18% in 202...
Centrepoint expands Queensland presence with dual acquisitions
1 June 2026 by Chris Dastoor, Professional Planner
Centrepoint Alliance will acquire client books and salaried advisers from Queensland financial advice firms Cairns Wealth and Pinnacle Wealth, expanding its salaried advice business. Centrepoint Alliance has 538 advisers, according to dat...
Unclear career pathways driving employee discontent
29 May 2026 by Shy-Ann Arkinstall, Money Management
Financial services sector employees are feeling “secure but not satisfied”, according to Hays’ salary guide, as a lack of career profession drives some to seek employment elsewhere.
Only 41% of financial services professionals satisfied with salary
28 May 2026 by Alex Burke, ifa
Hays' FY26/27 Salary Guide, released today, reveals mounting frustrations with current remuneration standards across the financial services sector.
How many clients can a single financial adviser handle?
6 May 2026 by Jessica Penny, Australian Financial Review
Research house Adviser Ratings, in its 2025 annual report, found that 85 per cent of advice practices were actively pursuing growth last year. The average adviser was managing 112 ongoing clients in 2025, according to a survey of 512 resp...
Adviser Ratings hires information chief for AI strategy
4 May 2026 by Shy-Ann Arkinstall, ifa
Adviser Ratings has appointed an experienced fintech professional as chief information officer, laying the groundwork for its coming evolution into a “genuine AI-first platform”.
Managed accounts experts urge ASIC to proceed with caution on crackdown
28 April 2026 by Chris Dastoor, Professional Planner
The regulator revealed in its FY26 corporate plan last year that it would be conducting a surveillance of AFSLs recommending and offering managed accounts to retail clients. Conceived at the Professional Planner Researcher Forum in 2024, ...
InterPrac advisers handed lifeline to move licensees
23 March 2026 by Chris Dastoor, Professional Planner
InterPrac Financial Planning advisers have been given an exit strategy with its ASX-listed owner, Sequoia Financial Group, coming to an agreement for an easy transition for advisers that want to leave the licensee as it sells the under-fir...