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Showing 151 - 160 of 10917 results for "Planning"

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
A new type of vertical integration will emerge in the financial advice sector in 2026, while an oligopoly of two providers will dominate the platforms market, Finura predicts. Finura's Australian Wealth Tech Predictions report for the year ahead ...

'Gross breach of trust': Former adviser sentenced to six years imprisonment

RIDDHIMA TALWANI  |  FRIDAY, 23 JAN 2026
Former financial adviser from Western Australia, Anthony Paul Torre, has been sentenced to six years' imprisonment. Torre's sentencing was backdated to 29 January 2025 in a verdict handed down by the District Court of Western Australia. Torre ...

Mercer's Helga Birgden departs after 18 years

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... Mercer's work providing a practical framework for dealing with climate risk, including climate modelling, scenario planning, stress testing, and assessing re-pricing impacts on investor portfolios. Investment returns were assessed against the Paris ...

IFS unveils new pathway for industry super fund advice

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
Industry Fund Services (IFS) has launched a "comprehensive solution" designed for financial advisers who want to specialise in industry super fund advice. The Independent Adviser Licensing Mode provides guidance that aligns with members' priorities ...

Legacy technology stagnates insurers' business progression: Clearwater Analytics

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
... across Australia, Singapore, and Hong Kong, a striking 93% believe dated technology is hindering their future strategy planning. Clearwater Analytics noted the total assets under management among these institutions amounted to US$3.8 trillion ($5.6tn). ...

FNZ, Centric extend partnership, citing 'significant' upgrades

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
FNZ has extended its partnership with Centric, the adviser-led investment platform of Findex, for a further five years, including a significant platform modernisation leveraging FNZ's technology. As part of the upgrade, advisers are set to benefit from ...

The revolving door of opportunities for advisers in 2026

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
The new year opens a window of opportunities for financial advisers amid a volatile global market and growing geopolitical tensions. One of the major opportunities in 2026 that is tipped to garner huge demand for financial advice is retirement. "There ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
... investment consultant for NQ Super Atchison, saying they all contributed to member losses other than ETSL. Interprac Financial Planning and Venture Egg were also mentioned. In EQT's eyes, losses to members were caused by financial advisers' wrongdoing ...

Commonwealth Super anticipates advice take-off

MATTHEW WAI  |  MONDAY, 19 JAN 2026
... general insights to members seeking more information to benefit their financial wellbeing. According to CSC financial planning manager Martin Gee, some 85% of appointments have resulted in members feeling more confident in their financial decision-making. ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... 15,151. SMSF Advisers Network recorded the largest outflow (-59), dropping to 90. It is followed by Interprac Financial Planning, down 28 to 257 during the period. Both Consultum Financial Planning and Telstra Super Financial Planning saw their adviser ...