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Showing 221 - 230 of 10918 results for "Planning"

Conaghan holds ASIC accountable for Shield, First Guardian mess

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
The shadow minister for financial services Pat Conaghan has thrust ASIC front and centre of the First Guardian and Shield Master Fund collapses, saying it should take accountability for its delayed action and it is high time for its reformation. Conaghan ...

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... roles, primarily right now in the Philippines and in India, to give them an opportunity to complete Australian financial planning qualifications," she said. "Potentially we can move them back onshore at the point at which they become eligible for a professional ...

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI  |  WEDNESDAY, 19 NOV 2025
The challenges around risk advice have forced many advisers to abandon the sector. With greater complexity and a dwindling number of specialists, experts fear the risk market may cease to exist, the FAAA Congress 2025 has heard. There are currently ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... regular monthly check-ins. The report identified that HNW investors seek financial advice for assistance with long-term planning (54%) and an adviser's ability to understand their complete wealth situation (49%). Respondents said they value advisers ...

Human biases call for simpler retirement framework: Research

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
Financial advisers need to tackle inherent behavioural bias in members and build simpler frameworks to improve retirement outcomes, according to research by Industry Fund Services (IFS). The whitepaper, published in collaboration with Challenger, identified ...

SQM vows to 'respectfully' defend ASIC case

MATTHEW WAI  |  TUESDAY, 18 NOV 2025
... Separately, in the same week, ASIC also commenced legal proceedings against MWL Financial Services and Interprac Financial Planning over Shield and First Guardian advice failures.

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON  |  MONDAY, 17 NOV 2025
The Compensation Scheme of Last Resort (CSLR) is estimating the sub-sector levy to be payable by the financial advice industry in FY27 will be $126.9 million - but that doesn't account for First Guardian and Shield. In total, the initial estimate ...

Agentic AI adoption 'crucial' for future success: Capgemini

MATTHEW WAI  |  FRIDAY, 14 NOV 2025
... enterprise - in the form of efficient, fast, and personalised services." It comes as over half (51%) of executives are planning to reduce their reliance on physical service hubs in the future. Contributing to the paper, Volkswagen Financial Services ...

JANA deepens bench with six principal promotions

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... Super Board, where he led investment teams. Giudice, meanwhile, brings nearly 20 years' experience across financial planning, institutional consulting and asset management, joining JANA nine years ago from Whitehall Capital, Willis Towers Watson ...

First Sentier Group to combine investment affiliates

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
A decade on from separating the two, First Sentier Group is merging Stewart Investors and FSSA Investment Managers back together. FSSA Investment Managers will take over Stewart Investors' funds this week, First Sentier Group said. The decision follows ...