Sunny Amatya - Wealth Associate (Liston Newton Advisory)

Jones clarifies scope of new class of adviser

28 March 2025, 12:48pm

Minister for financial services Stephen Jones has ruled out talk that the new class of adviser could provide holistic personal retirement advice and acknowledged the need to reform the Compensation Scheme ... Read more

AZ NGA practices merge on road to 'super firm'

26 March 2025, 12:04pm

Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. Read more

DBFO reforms package 'pretty disappointing': FAAA

25 March 2025, 12:50pm

The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them ... Read more

My Dealer Services partners to enhance adviser education

25 March 2025, 11:46am

The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network. Read more

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

21 March 2025, 6:00pm

The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds ... Read more