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Showing 231 - 240 of 11031 results for "Planning"

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
... being blacklisted from several platforms, Sequoia Financial Group is now reviewing the viability of InterPrac Financial Planning. Sequoia managing director and chief executive Garry Crole told investors overnight the "negative media attention" surrounding ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... segment and disciplined acquisitions. Count completed nine M&A transactions during the half year, including four financial planning acquisitions. FUA increased to $40.2 billion (up 11%), driven by new client growth and net client inflows. Meantime, the ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
... in wealth structuring and governance, guiding families and not-for-profit boards through the intricacies of succession planning, risk management, growth strategies for emerging businesses and asset protection. She also serves as an independent adviser ...

Adviser gap could boost equity release products: Homesafe

MATTHEW WAI  |  MONDAY, 23 FEB 2026
Home equity release solutions may address the "asset-rich but cash-poor" issue transpiring across older generations who cannot get access to financial advice, Homesafe Wealth says. According to Homesafe the shrinking adviser numbers are contributing ...

OneVue adviser exits dents Praemium's FUA

KARREN VERGARA  |  MONDAY, 23 FEB 2026
Praemium has lost $827 million in gross outflows mostly related to financial advisers from OneVue exiting after it finalised the acquisition of the platform last December. The group reported a total of $70.5 billion in funds under administration (FUA) ...

Advisers prioritise robust planning, education in retirement planning

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ...

Aged care misinformation poses opportunity for advisers

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... care providers. "We are seeing clients go to aged care providers who are doing calculations with very little financial planning ability," Biti noted. "We have got to get in front of our clients. We've got to get there first and not let them rely ...

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... identify, safeguard and respond to elder and financial abuse. This is according to Pitcher Partners client director of estate planning Anna Hacker, who says the prevalence of capacity loss and elder abuse, while complex, are not issues that financial ...

Process to become an adviser remains 'unattractive': SMSFA

MATTHEW WAI  |  THURSDAY, 19 FEB 2026
... streamlining the intricate process for more entrants, but were exacerbated by several universities dropping financial planning-related courses and by tightened scrutiny on advisers during their professional year (PY). "What the government was proposing ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... the Division 296 superannuation tax soon becoming a reality, members with large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning ...