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Showing 171 - 180 of 4106 results for Karren Vergara

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
Often on the frontlines of dealing with an ageing client base, financial advisers have the obligation to identify, safeguard and respond to elder and financial abuse. This is according to Pitcher Partners client director of estate planning Anna Hacker ...

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
To thrive in providing SMSF advice, financial advisers must gain specialist skills, technical competencies and work on strengthening their professional judgement, according to the SMSF Association. Advisers are urged to do better particularly in the ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
With the Division 296 superannuation tax soon becoming a reality, members with large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning ...

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA  |  WEDNESDAY, 18 FEB 2026
Several forces are fuelling the unprecedented rise in SMSF establishments, and while financial advisers used to be the driving force behind this, they are now getting left behind, according to industry experts - but they can reclaim their lead. New ...

Centrepoint offloads lending solutions business

KARREN VERGARA  |  TUESDAY, 17 FEB 2026
Centrepoint Alliance will offload its lending solutions business to Astute Financial Management to solely focus on licensee services, financial advice, managed accounts and platforms. Under the agreement, Centrepoint said it will retain the lending-as-a-service ...

Praemium ramps up digitisation, cuts headcount by 28%

KARREN VERGARA  |  TUESDAY, 17 FEB 2026
Praemium is ramping up its workforce digitisation by culling nearly 30% of its total number of employees who mainly work in information technology-related roles. The move comes off the back of the acquisition of Technotia Group for $7.5 million, which ...

First half steady, net inflows positive for Fiducian

KARREN VERGARA  |  MONDAY, 16 FEB 2026
Fiducian Group said it kept the business steady and took in positive net inflows in the first half of the 2026 reporting period amid a turbulent backdrop. According to Fiducian chief executive Indy Singh, the ASX-listed financial services firm kept ...

HNWs, retirees key battlegrounds for platforms: SuitabilityHub

KARREN VERGARA  |  MONDAY, 16 FEB 2026
The race to deliver the best solutions for financial advisers catering to the high-net-worth (HNW) and retiree segments will set platform providers apart, according to SuitabilityHub. The annual Platform Market Wrap Report revealed HNWs are the "strategic ...

Senate questions APRA's role in Shield, First Guardian disaster

KARREN VERGARA  |  FRIDAY, 13 FEB 2026
APRA's role as prudential regulator in the wake of the First Guardian Master Fund and Shield Master Fund collapses came under the spotlight at a recent parliamentary hearing. APRA chair John Lonsdale told the Senate Economics Legislation Committee that ...

Nuveen takes over Schroders for $20bn

KARREN VERGARA  |  FRIDAY, 13 FEB 2026
TIAA's Nuveen will acquire UK fund manager Schroders for $20 billion (£9.9bn) to create a $3.5 trillion (US$2.5tn) powerhouse. Nuveen has nearly $2 trillion (US$1.4tn) in assets under management, while Schroders has $1.6 trillion (US$1.1tn). Schroders ...