Terry Verhaar - Founder (Velma Wealth Partners Pty Ltd)

Paul Chiodo sues Shield-linked City Built, director for $200m

18 September 2026, 11:14am

Former Keystone Asset Management director Paul Chiodo is suing City Built, its director Roberto Filippini, and members of his family, who are tied to the collapse of the Shield Master Fund, for $200 million ... Read more

Stay up to date with regulatory compliance at the FAAA Congress

17 September 2026, 11:57am

The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian ... Read more

MDS drags Treasury to assess FSC levy proposal

16 September 2026, 12:35pm

My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees. Read more

Esencia merges with HNW advice practice

15 September 2026, 12:18pm

A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm. Read more

SIAA calls for fresh talent amid advice demand

14 September 2026, 11:03am

Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report ... Read more