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Showing 221 - 230 of 11031 results for "Planning"

Former adviser incurs additional charges for dishonest conduct

RIDDHIMA TALWANI  |  FRIDAY, 6 MAR 2026
Former financial adviser Donald James Cuthbertson has been charged with 11 additional counts of dishonest representation. Last year, Cuthbertson was slapped with multiple charges for allegedly making dishonest representations to potential investors ...

Advice remains profitable for those who prepare: Centurion Market Makers

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
... structured as recurring revenue multiples for practicality. Based on what Centurion Market Makers saw last year, a financial planning business co-located with the buyer can sell for between 2.5x to 3.5x recurring revenue. Meantime, a large financial ...

AFCA membership extended for Shield, First Guardian-linked firms

KARREN VERGARA  |  WEDNESDAY, 4 MAR 2026
The Australian Financial Complaints Authority (AFCA) has suspended expelling members in liquidation linked to the collapse of the Shield Master Fund and First Guardian Master Fund. This means United Global Capital (UGC) and Next Generation Advice, which ...

MIS review ignores key issues: FAAA

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
Treasury's fresh review into managed investment schemes (MISs) falls short of addressing critical issues that could prevent another Shield Master Fund and First Guardian Master Fund disaster, the Financial Advice Association Australia (FAAA) says. ...

AFCA reveals outcome of final lead decision

MATTHEW WAI  |  MONDAY, 2 MAR 2026
... Shield and First Guardian, including MWL Financial Services, Financial Services Group Australia, and Interprac Financial Planning.

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... being driven by social media ads, lead generation or third-party influences and not by long-term professional financial planning in their best financial interests. "Healthy competition and choice are long-term features of Australia's super system, but ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
A new report revealed an uplift in adviser expectations across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... of the second Hubco entity, Select Advice, the initiative continues to progress several acquisitions including Legacy Planning with multiple additional opportunities currently under development, Cullen said. "The Investco initiative represents an important ...

Aware Super launches digital advice tool

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
Aware Super has launched Retirement Manager, a new retirement planning and management platform, for members aged 60 and over. The digital advice tool launched earlier this month to all eligible Aware Super members, aiming to assist them in assessing ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ...