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Showing 91 - 100 of 10913 results for "Planning"

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
AMP's bi-annual North Managed Portfolios Insights Report found that while private markets are seen as the next growth opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
High-net-worth (HNW) individuals report feeling less confident about their retirement as changes to superannuation and tax settings take their toll. Generation Life's new 2025/26 Navigating Uncertainty Report found heightened taxation of super, like ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ...

First Super names acting chief executive

ELIZA BAVIN  |  MONDAY, 16 MAR 2026
... chief executive of the Superannuation Trustee Office for Guild Group, an executive of ESSSuper and the head of financial planning at Bendigo and Adelaide Bank. Everett will lead the fund while the First Super board undertakes a formal recruitment process ...

Global X to tap humanoid robotics boom

JAMIE WILLIAMSON  |  FRIDAY, 13 MAR 2026
... to bring a Humanoid Robotics ETF to market in the coming weeks. The ETF manager confirmed to Financial Standard it is planning to launch the product shortly but could not specify the date. The Global X Humanoid Robotics ETF was registered in January. ...

FEAL names Fund Executive of the Year

ELIZA BAVIN  |  FRIDAY, 13 MAR 2026
... who has made a lasting contribution to their fund and the broader industry across innovation, leadership and strategic planning. The recipient receives an education grant of $30,000, sponsored by QIC. FEAL said over the past two years, Murray has led ...

AFCA expands scam-related complaints, publication rules

KARREN VERGARA  |  FRIDAY, 13 MAR 2026
Expanding its jurisdiction, the Australian Financial Complaints Authority (AFCA) will now publish the names of financial firms that do not meet determinations and investigate scam-related complaints involving receiving banks. AFCA now can publicise ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... managed effectively," he said. "For Australians seeking greater flexibility, control over investment decisions, estate planning advantages, and the ability to tailor strategies to their individual circumstances, establishing an SMSF can be a highly effective ...

Australians like AI, reluctant to trust it on financial decisions: Survey

RIDDHIMA TALWANI  |  WEDNESDAY, 11 MAR 2026
Australians are increasingly using artificial intelligence (AI) in their daily lives, but most remain reluctant to trust it with decisions about their money. Research by Colonial First State (CFS) found while familiarity with AI is growing, human judgement ...

Interprac sues AFCA over Shield determination

JAMIE WILLIAMSON  |  TUESDAY, 10 MAR 2026
Interprac Financial Planning has commenced Federal Court proceedings against the Australian Financial Complaints Authority (AFCA), believing it has not been treated fairly. Sequoia Financial Group, Interprac's parent company, said the case relates ...