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Showing 101 - 110 of 18432 results for "Plan"

Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) ...

Mulino unveils sweeping reforms to cold calling, MISs

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
The government will enforce sweeping reforms around cold calling, predatory superannuation switching and managed investment schemes (MISs) in the wake of the Shield and First Guardian Master Fund collapses, which lost an estimated $1 billion in retirement ...

JPMAM expands private equity strategy to wealth clients

RIDDHIMA TALWANI  |  TUESDAY, 18 AUG 2026
... journey to democratise alternatives but also serves as the introduction of our upcoming series of evergreen solutions which we plan to expand in the near future," Carlile said. "Drawing on our decades of experience, strong governance framework, and global ...

Allianz Retire+ channels super directly to lifetime income

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
... can also accept super investments before a client has met a Relevant Condition of Release, allowing advisers and clients to plan and establish a future guaranteed lifetime income strategy ahead of retirement. Allianz Retire+ chief distribution and marketing ...

New investment governance provider for AFSL launches

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
A new investment governance service provider has opened its doors for small to medium-sized Australia financial services licence (AFSL) holders to enhance and strengthen their governance frameworks. Founded by three former Russell Investments directors ...

Iress bets on AI as business transformation moves forward

KARREN VERGARA  |  MONDAY, 17 AUG 2026
Iress is shifting its focus from business simplification to executing an ambitious artificial intelligence (AI)-driven product strategy that will help financial advisers slash work processes by nearly 40%. Speaking following the release of Iress' first-half ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
Fiducian Group's statutory net profit after tax (NPAT) has slipped nearly 30% in the 12 months to June end compared to FY25 due to ASIC's penalty of $7.3 million imposed for greenwashing. Fiducian chair Inderjit Singh said excluding the non-recurring ...

CFS launches pension bonus

VINNY VUCAGO  |  MONDAY, 17 AUG 2026
Colonial First State (CFS ) has launched new retirement solutions offering eligible members a one-off payment when moving from accumulation into retirement. As previously mentioned in May, the CFS Pension Bonus is available to eligible FirstChoice members ...

FEATURE: Cryptocurrency, control and confidence

VINNY VUCAGO  |  SATURDAY, 15 AUG 2026
... their money. "We can't just be spending everything on living expenses and rent; there needs to be some sort of long-term plan," Newell says. His observations reflect a broader shift playing out across Australia's retirement system. John O'Loghlen ...

The SILC Group brings US wholesale fund Down Under

MATTHEW WAI  |  THURSDAY, 13 AUG 2026
The SILC Group has helped introduce a Denver-based investment manager to the local wholesale market with a new global equities fund. Felix Global Investment Management (FGIM) has partnered with The SILC Group to launch the Felix Global Partners Fund ...