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Showing 141 - 150 of 10920 results for "Planning"

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. ...

Transfer balance cap to rise to $2.1m

JAMIE WILLIAMSON  |  FRIDAY, 30 JAN 2026
Following the release of the Consumer Price Index (CPI) figures this week, the superannuation transfer balance cap (TBC) will increase on July 1. Australian Bureau of Statistics (ABS) data showed CPI rose to 3.8% in the 12 months to December 2025, up ...

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
... seeking an alternative to trade sales or buyouts, it said. It will also enable the advice group to offer enhanced financial planning, accounting, lending and personal risk advice under a single multidisciplinary model. Infinity Financial Consultants ...

Post-holiday blues drives retirement tool engagement

ANGELIQUE MINAS  |  THURSDAY, 29 JAN 2026
... school holidays. The research showed that in the first fortnight of the school year, activity on the digital retirement planning tool was over 40% higher than both fortnights on either side, and around 38% above the annual average. The final two weeks ...