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Showing 241 - 250 of 10918 results for "Planning"

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
AZ NGA has taken an undisclosed stake in Adelaide-based accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching a binding agreement, or that any transaction would proceed. Perpetual ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... Another 'R word' which often comes up when people think about retirement is regret that they didn't start planning earlier. Edwina Maloney, group executive, platforms for AMP, points to the company's most recent Financial Confidence Research ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... and mortgage and loans (33% and 27%). AdviceTech Stars were, however, found to have lower outsourcing numbers in estate planning (37% and 39%). However, speaking to Financial Standard recently, Akambo managing director Joe Akiki observed that Australian ...

Financial Standard managing editor wins Journalist of the Year Award

STAFF WRITER  |  TUESDAY, 4 NOV 2025
Financial Standard managing editor Jamie Williamson has won the Australian Financial Industry Awards' Industry Journalist of the Year Award. The annual awards hosted by the Institute of Financial Professionals Australia (IFPA) recognised Williamson ...

Most influential advisers of 2025 revealed

ANGELIQUE MINAS  |  MONDAY, 3 NOV 2025
... list is vetted to a group of 120, readers of the Financial Standard and FS Advice - the Australia Journal of Financial Planning engage in a voting phase which determines the final 50. Financial Standard managing editor Jamie Williamson said: "This year's ...

Number of AFSLs plateaus: Rainmaker

ELIZA BAVIN  |  MONDAY, 3 NOV 2025
At end September 2025 there were 15,446 ASIC-registered financial advisers in Australia, according to the Rainmaker Financial Adviser report. Over the year to September, there was a decrease of 71 advisers, with 10 leaving the industry in the September ...

APRA to rejig non-traditional service providers framework

KARREN VERGARA  |  FRIDAY, 31 OCT 2025
... the extent to which these services can continue during severe disruptions. This includes testing business continuity planning and identifying and managing third-party risks provided by material service providers. On October 1, super funds were asked ...

GSFM bolsters Queensland presence

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025
... business, Ben Williams. She will oversee panel management, client retention, platform and product distribution, strategic planning and execution, as well as sales analytics and reporting, supporting the business and its fund manager partners. Batiste ...

FAAA names new board members

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
The Financial Advice Association of Australia (FAAA) appointed three members to its board who will serve a term of three years. Viridian Financial Group joint chief executive Glenn Calder and Marshan Consulting managing director Ben Marshan join as ...