Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 201 - 210 of 10917 results for "Planning"

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
... person. FFA was established in 2003 and provides financial services around superannuation, life insurance, retirement planning, estate planning and wealth creation. The ownership of FFA's AFSL changed in 2023 following the sale of the shares in the business ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
... to undertake essential financial activities. Furthermore, 57% of Australians over 55 have never undertaken retirement planning, and almost half of Australians do not actively self-educate themselves about financial management. "Over a lifetime, early ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... website has valuable information for career changers and future advisers who want to explore what a career in financial planning could look like. It explains why becoming a financial adviser is rewarding on many levels, shares real stories from those ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... at some point in time, it becomes this lifestyle. Now, if that's what you want, great, but if you want succession planning, growth and integration you've got to be prepared to work out what part of this is business and what part of this is that ...

Top Koda Capital exec exits

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... capability and broaden access to global opportunities. She brought more than 25 years' experience in the financial planning sector. Before joining Koda, Hinze spent nine years at AMP in several senior leadership roles, including general manager of ...

Super funds lagging RIC obligations: Pulse Check

ELIZA BAVIN  |  WEDNESDAY, 26 NOV 2025
... effectively they are assisting members in balancing the covenant objectives, the report said. Most funds (95%) said they are planning further enhancements over the next year to support members transitioning to retirement. Additionally, 36% described ...

TelstraSuper members caught off guard by Direct Access closure

JAMIE WILLIAMSON  |  TUESDAY, 25 NOV 2025
... closed to new investments from this week. The fund said the decision followed a comprehensive review as part of its merger planning with Aware Super. The two funds signed a formal Heads of Agreement to merge in October. Aware Super does not offer a like-for-like ...

Sequoia shares dive nearly 50%

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... nearly 50% since the start of the year, compounded by ASIC's recent lawsuit against subsidiary InterPrac Financial Planning, which has wiped millions from its market cap. Sequoia's share price opened at 23 cents this morning after riding as high ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... provides a wide range of bespoke wealth management solutions, including personalised investment strategies, tax and estate planning, second-generation advice, philanthropy, and private client advisory services. "We are thrilled to welcome Garth and Cathy ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
Australia's high-net-worth (HNW) population continues to grow but so do risks related to their investments, as over a quarter now seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth ...