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Showing 91 - 100 of 18432 results for "Plan"

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice. According to Russell Investments' annual Value of an Adviser Report, which surveyed almost 1000 Australians ...

Philip King stages transition to retirement

KARREN VERGARA  |  MONDAY, 24 AUG 2026
... defining role in building the business. "The board and senior leadership team, together with Phil have developed a transition plan that prioritises continuity for clients, shareholders and our people," O'Connor said. The announcement comes as Regal ...

AMP North appoints head of strategic growth

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
AMP North has appointed Emma Kirk as head of strategic growth, marking her return to the financial services giant after two decades. Kirk previously spent 10 years with the group, holding roles within AMP Financial Planning and AMP Adviser Services ...

FS Power50 voting opens

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
Voting for Australia's most influential financial advisers in the 2026 Financial Standard Power50 is now open, with 122 advisers shortlisted for the annual ranking. The FS Power50 recognises advisers who demonstrate leadership and influence within ...

First Guardian victims advance in case against InterPrac

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Two victims of the First Guardian Master Fund linked to InterPrac Financial Planning, who collectively lost $465,000, have won a small victory in the Federal Court. Justice Beach on August 13 ordered InterPrac to pay the sums, which were calculated ...

Trustees, platforms, cyber risk under APRA spotlight

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
... 2027 financial year from the prudential regulator. APRA laid out its priorities in its newly published 2026-27 Corporate Plan, firing warning shots at trustees and platforms, in particular, which have been in the hot seat since the collapse of the Shield ...

Perpetual hit with double whammy redemption, impairment

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Perpetual's earnings will be slugged with a massive impairment thanks to an unnamed client redeeming nearly $6.5 billion (US$4.6bn) from a strategy run by Thompson, Siegel & Walmsley LLC (TSW). Perpetual said it was notified last week of the client's ...

Qualitas seizes on private credit shift to Europe

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Qualitas is firmly positioning itself in the UK with a major acquisition as it bets on institutional investors' shifting appetite for private credit opportunities away from the US to Europe and APAC. The alternative real estate investment manager ...

Frontier Advisers brings Segal Macro, LCP partnership to close

RIDDHIMA TALWANI  |  THURSDAY, 20 AUG 2026
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership. Established in 2013 between Frontier Advisors and Segal Rogerscasey ...

Australians struggle to navigate super and age pension divide

VINNY VUCAGO  |  WEDNESDAY, 19 AUG 2026
... approaching retirement. "People shouldn't have to become experts in superannuation, the Age Pension and Centrelink just to plan for retirement," she said.