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Showing 111 - 120 of 18226 results for "Plan"

Viridian targets double-digit growth

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2026
Viridian Financial chief executive Raamy Shahien told Financial Standard he is focused on continuing to grow the business through hires and more mergers and acquisitions (M&A), targeting a double-digit growth rate. "We've always been clear that ...

Calm urged as global markets look 'increasingly unstable'

ELIZA BAVIN  |  TUESDAY, 7 APR 2026
Global markets have endured a rollercoaster ride as the conflict in the Middle East rages on, stoked by strong rhetoric from US President Donald Trump. Over the course of the long weekend Trump took to Truth Social to issue a fresh ultimatum to the ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

Adviser exam pass rate exceeds 70% for the first time in 12 months

MATTHEW WAI  |  TUESDAY, 7 APR 2026
The pass rate has surpassed 70% for the first time in a year. In the March exam cycle, 292 sat the exam and 209, or 71.6%, passed the exam. Some 227 (77.7%) sat the exam for the first time. Unsuccessful candidates will receive general feedback on areas ...

CSC to increase TPD premiums for PSSap members by 43.5%

JAMIE WILLIAMSON  |  THURSDAY, 2 APR 2026
Members of Commonwealth Super Corporation's Public Sector Superannuation Accumulation Plan (PSSap) are about to be hit with insurance premium increases of more than 40%. A recent review of the PSSap lifePLUS offering, underwritten by AIA Australia ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

Albanese stresses importance of 'economic sovereignty'

ELIZA BAVIN  |  THURSDAY, 2 APR 2026
... "We have to invest in it, build it and create it for ourselves. We can, we must - and we will," he said. "And even as we plan and build for this stronger, more resilient future, our number one priority remains helping people with the cost of living. ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ...

ASX is 'compromised' and 'lacks aspiration': Final report

ELIZA BAVIN  |  THURSDAY, 2 APR 2026
... infrastructure." In December 2025, ASX made commitments to ASIC on a package of reforms, and in February 2026 submitted its Commitments Plan outlining how it would deliver those reforms. ASIC said it will continue to work closely with ASX on its delivery ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
"I'm the eldest boy!" This is one of the most quotable quotes from the award-winning television show Succession, and while it is somewhat outdated for parents to leave behind their money, or legacy, to one child due solely to birth order or gender ...