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Showing 131 - 140 of 10913 results for "Planning"

JANA named implemented consultant for TasBuild

ANGELIQUE MINAS  |  WEDNESDAY, 11 FEB 2026
JANA Investment Advisers (JANA) has been appointed the implemented consultant for TasBuild. Leveraging JANA's specialist liability-aware consulting capabilities, actuarial expertise and asset-liability modelling, the firm will support TasBuild in investment ...

Aged care advice needs regulatory intervention: Research

ANGELIQUE MINAS  |  TUESDAY, 10 FEB 2026
... Corporations Act. This would ensure that providers are required to have an AFSL. The paper also recommends introducing financial planning specialisation categories on the ASIC Financial Advisers Register (FAR), to more effectively identify licensed advisers. ...

ASIC bans adviser who stole from super accounts

JAMIE WILLIAMSON  |  FRIDAY, 6 FEB 2026
... platform. His family and friends also lost money from the scam. He told the program that he had been "in the [financial planning] game for 35 years" and if an "influential financial adviser" like him couldn't spot a scam then "Joe Blow out there ...

Deadline approaches for Shield, First Guardian victims

MATTHEW WAI  |  FRIDAY, 6 FEB 2026
... has since provided the outcomes for MWL Financial Services, Financial Services Group Australia, and Interprac Financial Planning.

Former AMP adviser banned over false documents

JAMIE WILLIAMSON  |  THURSDAY, 5 FEB 2026
... documents, The conduct occurred while Nong was working at 360 Financial Strategists and licensed through AMP Financial Planning, now Akumin Financial Planning. ASIC determined Nong was not fit and proper, nor did he have the honesty, character, trustworthiness ...

Family offices hunt opportunities in AI: Report

KARREN VERGARA  |  THURSDAY, 5 FEB 2026
... world of unprecedented complexity, our role is to help them transform ambition into enduring impact." Notably, succession planning for family office management is a frequent challenge and concern as 86% do not have a plan in place. Many of the family ...

Advisers need more support: FAAA submission

ANGELIQUE MINAS  |  THURSDAY, 5 FEB 2026
In a pre-Budget submission, the Financial Advice Association Australia (FAAA) has proposed five key recommendations to increase the number of advisers and cut through regulatory red tape, while supporting consumer protections. The FAAA urged the federal ...

Rapid AI adoption leads to heightened private market engagement: Nuveen

MATTHEW WAI  |  THURSDAY, 5 FEB 2026
... addition to increasing diversification within private markets, investors are looking beyond developed markets. Of those planning to increase allocations, 48% plan to allocate more to emerging market debt, compared with 27% last year. "The scale and pace ...

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
While the ASX-listed financial advice group is staying firm on its objectives for 2026, it has refreshed the identity of its consumer advice business, signalling an evolution is underway. WT Financial Group founder and managing director Keith Cullen ...

Interprac ordered to pay $120k over Shield advice, blames Macquarie

MATTHEW WAI  |  TUESDAY, 3 FEB 2026
Interprac Financial Planning will need to pay approximately $120,000 in compensation to a complainant over inappropriate advice provided in relation to the Shield Master Fund, the Australian Financial Complaints Authority (AFCA) lead decision reveals. ...