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Showing 241 - 250 of 11102 results for "Account"

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... which is the investment bond, and you get the adviser that's providing the advice. And you've also got the managed account providers that are floating around the place as well," he says. "So, how do you get the ecosystem working together? Co-design ...

Women to drive tailored advice demand: State Street

RIDDHIMA TALWANI  |  WEDNESDAY, 1 APR 2026
... module of Reimagining Retirement, research examining the global forces shaping the retirement system, found women will account for roughly 65% of Australia's total intergenerational transfers. At the same time, engagement from Gen Z and millennial cohorts ...

APRA imposes additional licence conditions on Fiducian

RIDDHIMA TALWANI  |  WEDNESDAY, 1 APR 2026
APRA has imposed additional licence conditions on Fiducian over concerns the super trustee failed to ensure proper oversight of the investment options made available to members on its platform. The step by the regulator follows a thematic review of ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia. The acquisition of Oracle Advisory Group will strengthen Count's platform for future growth, enhancing its ...

Iran conflict exposes 'fault line' in Australian equities: VanEck

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
The conflict in Iran has exposed a "fault line" in Australian equities, with some of the ASX's biggest names driving an outsized share of losses, according to VanEck Asia Pacific chief executive Arian Neiron. Neiron said the sell-off is a reminder that ...

IP Group launches $50m cleantech fund with CEFC

JAMIE WILLIAMSON  |  TUESDAY, 31 MAR 2026
IP Group, which is backed by Hostplus, has launched the IP Group Climate Catalyst Fund alongside the Clean Energy Finance Corporation (CEFC). The fund will help scale Australian technologies that can decarbonise hard-to-abate industries, targeting a ...

TPB consults on AI usage rules

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
The Tax Practitioners Board (TPB) has proposed new artificial intelligence (AI) usage rules for tax practitioners while providing tax agent services. The TPB has released draft guidance and is seeking feedback until April 21. Some of the core obligations ...

Superannuation advertising ban consultation launches

KARREN VERGARA  |  MONDAY, 30 MAR 2026
Treasury has begun consulting on banning the advertising of superannuation products when onboarding employees, releasing its draft regulations. When hiring new staff, Treasury is proposing that employers only show three types of superannuation products ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
Akambo is expanding its scope, launching an asset consulting business and appointing a former Olympian to a senior role. Akambo has launched Vertex Investment Services, which partners with advice businesses to strengthen investment governance, portfolio ...

Blue Owl says its private credit loan books remain healthy

RIDDHIMA TALWANI  |  FRIDAY, 27 MAR 2026
US alternative asset manager Blue Owl Capital, with over US$307 billion in assets under management, is not seeing any increase in defaults in its loans amid rising concerns over the health of the country's private credit sector. Speaking at the Asia ...