Sum Advice (Ascot)

The 'blind spot' costing advisers nearly $10bn: Research

27 October 2026, 12:34pm

Research from Elemnta indicates financial advisers do not realise they are expending nearly twice as much effort on non-advised operations, highlighting a perception gap and challenges related to data ... Read more

Inheritors struggle to act on financial advice: Survey

27 October 2026, 12:22pm

Australia's wealthy inheritors are making major financial decisions before they feel ready, with new research highlighting a gap between receiving professional advice and having the confidence to act ... Read more

NCAs unlikely to solve retirement advice gap: HUB24, CFS

26 October 2026, 12:00pm

HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those ... Read more

Advised cover faces claims data test

22 October 2026, 12:10pm

Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability. Read more

ASIC stalls Sequoia bid to ditch cross guarantee deed

19 October 2026, 12:21pm

ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information ... Read more