Keith Ford

It is unlikely that any challenge of the legality of the CSLR levy on financial advisers would hold up in court, according to a leading King’s Counsel.

Advisers need to urgently check their Financial Advisers Register status and ensure their records are updated ahead of the 1 January 2026 qualifications deadline, according to Adviser Ratings.

The FSCP has given a relevant provider a written direction for additional retirement planning continuing professional education after a concessional contribution cap error.

Less than a month after Insignia quashed rumours Brookfield had made a takeover offer, the private equity giant has officially entered the fray.

The shadow treasurer has not committed to any specific measures, but said any changes to risk insurance regulation will need to be “affordable, accessible, and advisable”.

The financial services firm has said it would provide CC Capital with limited access to “non-public” information to perform due diligence on its takeover offer.

The firm has seen a 14 per cent uptick in advisers using the platform compared with a year ago, while its funds under administration cracked $120 billion.

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital.

The growing high-net-worth client base has continually been identified as an opportunity for financial advisers, but a new report argued the segment requires greater levels of personalisation – and AI could be the answer.

The FAAA’s Phil Anderson has argued that the insights of former Dixon Advisory clients during the inquiry into its collapse will be key in ensuring it doesn’t happen again.