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Showing 191 - 200 of 10917 results for "Planning"

68% pass financial adviser exam: ASIC

KARREN VERGARA  |  MONDAY, 8 DEC 2025
Some 68% of candidates who sat the November sitting of the financial adviser exam passed, ASIC's results show. A total of 308 candidates undertook the exam, with 208 passing with flying colours. About three-quarters (75.6%) sat the exam for the first ...

Preparing earlier boosts average super balance by over $250k: Brighter Super

MATTHEW WAI  |  FRIDAY, 5 DEC 2025
... take better action for retirement. This is because preparedness takes time, with those who felt prepared having started planning 6.6 years ago. They now hold an average super balance of $438,000, compared to $177,000 for those that feel unprepared and ...

The shifting role of custodians in the financial ecosystem: ACSA

ANGELIQUE MINAS  |  THURSDAY, 4 DEC 2025
The Australian Custodial Services Association (ASCA) has released a white paper examining the changing role and expectations of custodians within the financial services ecosystem. The New Custodian: Platform, Pioneer, Partner is informed by senior ACSA ...

ASIC eyeing advisers recommending private credit funds

ELIZA BAVIN  |  WEDNESDAY, 3 DEC 2025
... distributed and, when distributed through advisers, test the quality of their advice." Kirkland said the regulator was also planning to look at fees, margin structures and conflicts of interest in the management of wholesale private credit funds, with ...

Shield proposes to liquidate equities to pay investors

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
The Shield Master Fund (SMF) is expected to make a distribution to victims by selling a large portion of its listed equities portfolio, according to liquidators Alvarez & Marsal. Keystone Asset Management, which is the responsible entity for the Shield ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
... year. The trend is exacerbated by a volatile macro backdrop, as Australians are seeking several resources for retirement planning, including advice from super funds, which continue to be the "most relied-upon" channel, used by 54%. Additionally, many ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ...

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
Just one month out from the qualification deadline, some 2326 financial advisers are still yet to meet the standard, says ASIC. As at November 20, there were 15,469 relevant providers listed on the Financial Advisers Register. Of these, 7959 hold an ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... financial wellbeing. They also have more unmet advice needs, particularly in areas such as growing superannuation, retirement planning, and managing debt," Cappe said. Of the 7549 survey participants, Investment Trends calculated that practices have ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... investors." Young said Capital Haus shares Baker Young's philosophy, making it an easy decision to join the group. "We are planning for the long term - for our clients, our team and our brand. Becoming part of the Capital Haus Group means our legacy ...