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Showing 171 - 180 of 10914 results for "Planning"

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... Jacobs. Led by Jacobs as chief executive, the new entity will provide financial advice spanning superannuation, retirement planning, personal insurance and mortgage broking, and will specialise in corporate super. AZ NGA executive general manager Chesne ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
There was no shortage of news impacting the financial advice community this year, with advisers bearing the brunt of negative sentiment in the wake of First Guardian and Shield collapses. But there were some bright spots throughout the year, including ...

Frontier recruits operating chief

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... business, not just our new capability. She will also join our Leadership Team and bring a fresh lens to our strategic planning and financial oversight." At the same time Frontier has added further depth to its junior ranks with two new analysts set to ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning, and Priority Life. The business added to Perpetual's $235.6 million in revenue in FY25 but saw a 5% drop in underlying ...

Equity Trustees hit with additional licence conditions

ELIZA BAVIN  |  THURSDAY, 18 DEC 2025
... management. The additional licence conditions follow APRA's recent thematic review of the investment governance, strategic planning and member outcomes practices of superannuation trustees that offer platforms. "Broadly, the review identified deficiencies ...

AMP upgrades North

ANGELIQUE MINAS  |  WEDNESDAY, 17 DEC 2025
AMP's investment platform North is launching a digital capability to enhance efficiency and client engagement. The North Interactive Wealth portal has been designed to assist advisers to increase capacity and deliver greater efficiency when engaging ...

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... performance of the group's core business units," Sequoia said. ASIC is currently suing Sequoia's subsidiary Interprac Financial Planning, alleging its financial advisers provided thousands of Australians poor financial advice and put their retirement ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
Centrepoint Alliance said it expects strong momentum to push its core profit to the top end of its guidance of $11.5 million to $12 million for the full year. The financial services firm forecasts EBITDA for H1 FY26 at $6 million, a 13% jump in earnings ...

Chalmers flags pension, super spending in Budget update

ELIZA BAVIN  |  TUESDAY, 16 DEC 2025
... is likely to continue to gather momentum. "An important feature of this is the private sector recovery that we've been planning for and preparing for, which is really starting to take shape," he said. "The mid-year update forecasts a further pick up ...

MFF Capital names Stack as chief executive

ANGELIQUE MINAS  |  TUESDAY, 16 DEC 2025
... proven ability to build high-performing teams, design best-in-class investment processes and executive seamless succession planning," she said. "Since joining the MFF group, Gerald has been responsible for overseeing the development of our internal investment ...