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Showing 211 - 220 of 10920 results for "Planning"

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 ...

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
... he said. He added that platforms will play a key role in boosting advisers' operational capacity, with more practices planning technology stack reviews, which is up to 28% from 22% in 2024. Nearly one third said they also want better system integration. ...

IMF tells Chalmers to curb spending

ELIZA BAVIN  |  FRIDAY, 21 NOV 2025
... and interest rates have already fallen three times this year," Chalmers said. "This is the soft landing we have been planning for, preparing for and hoping for." Chalmers said the nation has made "remarkable progress" in the economy, but added there ...

AMP launches new digital financial advice tools

ANGELIQUE MINAS  |  FRIDAY, 21 NOV 2025
... said. Findings indicated a 33-fold increase on the total number of AMP members receiving guidance on their retirement planning, since last year. AMP group executive of superannuation and investments Melinda Howes said: "We've seen an incredible uplift ...

Advisers may be caught by new AML/CTF reforms: Expert

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
Although financial advice is not part of the group that will fall under the upcoming anti-money laundering/counter-terrorism financing (AML/CTF) reform, an expert told the Financial Advice Association Australia (FAAA) Congress advisers may be caught ...

Ditch cash, curb emotionally led investing: Expert

KARREN VERGARA  |  FRIDAY, 21 NOV 2025
The opportunity costs of leaving cash in a savings account are too high as financial advisers can do more to help manage clients' emotional responses when it comes to taking higher risks with their money, a behavioural finance expert said. At the ...

Sequoia boasts of 'good governance' despite ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
Sequoia Financial Group's chair has told shareholders that "good governance remains central" to how it operates and confirmed it is in talks with Netwealth and Macquarie over their decision to bar InterPrac advisers. Addressing its annual general ...

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
... emerging adviser. The FAAA University Student of the Year Award, which recognises members who are enrolled in a financial planning related course in a tertiary institution or equivalent, was given to Katherine Mitterer. She is currently studying a Bachelor ...