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Showing 211 - 220 of 18446 results for "Plan"

Poor succession plans expose advice firms to crisis events: Report

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
... planning. Business Health's newly released What If...? report reveals 67% of principals do not have a documented succession plan that states how the business should run in the event of a sudden death or permanent disablement. Only a minority have undertaken ...

APRA embeds geopolitical risks management ground rules

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
... Financial Regulators on system-wide resilience and public-private coordination on this initiative. APRA's 2026-27 Corporate Plan previously flagged the regulator will focus on lifting geopolitical risk readiness. "Entities also need to act now through ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice. Prior to the announcement, PictureWealth Group was ...

HESTA launches campaign around super tax benefits

MATTHEW WAI  |  WEDNESDAY, 17 JUN 2026
The super fund is launching 'Super Saturday' to help those that are missing out on the advantage from super tax benefits ahead of the end of the financial year. According to HESTA's research, based on a survey of 437 members in May 2026, more than half ...

IFM lifts stake in Atlas Arteria to 40% after upping offer price

RIDDHIMA TALWANI  |  TUESDAY, 16 JUN 2026
... takeover bid it was actively considering its holdings in Chicago Skyway and issued a notice to Ontario Teachers' Pension Plan (OTPP), the other major shareholder in Chicago Skyway, to sell its stake. OTPP did not accept the notice, which expired ...

Former fund manager admits to obstructing SEC probe

KARREN VERGARA  |  TUESDAY, 16 JUN 2026
Former Western Asset Management co-chief investment officer Ken Leech pleaded guilty to obstructing an investigation into a fraudulent trading scheme that disadvantaged certain clients. At the US Attorney's Office for the Southern District of New York ...

IFM raises Atlas Arteria's bid, urges shareholders to accept

RIDDHIMA TALWANI  |  MONDAY, 15 JUN 2026
... takeover bid it was actively considering its holdings in Chicago Skyway and had issued a notice to Ontario Teachers' Pension Plan (OTPP), the other major shareholder in Chicago Skyway, to sell its stake. OTPP did not accept the notice which expired ...

Imprisoned fraudster's wife banned by ASIC

MATTHEW WAI  |  MONDAY, 15 JUN 2026
ASIC has disqualified Shashikumari Agrawal (Mrs Agrawal), the wife of the imprisoned director Krishnakumar Agrawal (Mr Agrawal), from managing corporations for five years due to her role in the collapsed Mansa Group. Mrs Agrawal and Mr Agrawal were ...

ASX to pay $23m, admits misrepresentation over CHESS replacement

MATTHEW WAI  |  MONDAY, 15 JUN 2026
ASX has admitted that it misled and exposed market participants to financial risk in an announcement related to the delivery of the CHESS replacement project in early 2022, despite realising the delay would occur as early as 21 December 2021. According ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
A diversified approach for a changing tax landscape The retirement savings confidence gap between 'advised' and 'unadvised' Australians is set to widen following the Federal Budget handed down in May. The Budget announcement introduced ...