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Showing 261 - 270 of 11032 results for "Planning"

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
... seeking an alternative to trade sales or buyouts, it said. It will also enable the advice group to offer enhanced financial planning, accounting, lending and personal risk advice under a single multidisciplinary model. Infinity Financial Consultants ...

Post-holiday blues drives retirement tool engagement

ANGELIQUE MINAS  |  THURSDAY, 29 JAN 2026
... school holidays. The research showed that in the first fortnight of the school year, activity on the digital retirement planning tool was over 40% higher than both fortnights on either side, and around 38% above the annual average. The final two weeks ...

AWAG partners to form $240m wealth business, names principal

MATTHEW WAI  |  WEDNESDAY, 28 JAN 2026
... and administrative support, capital and business referrals. Rob Gould, who was most recently the director of financial planning at Bentleys Wealth, has been appointed as principal to lead CHN Wealth. He brings close to 40 years' experience across the ...

Genetic testing ban may drive up insurance cost, premiums: FAAA

KARREN VERGARA  |  WEDNESDAY, 28 JAN 2026
The Financial Advice Association Australia (FAAA) is concerned the proposal to ban life insurers' use of genetic testing results will have an adverse impact on the cost of life insurance and premiums for all Australians. In a submission, the association ...

'No benefit in switching super': AFCA finalises FSGA lead decision

RIDDHIMA TALWANI  |  TUESDAY, 27 JAN 2026
... quickly and consistently," Singh said. The complaint for FSGA refers to inappropriate advice provided by 5 Point Financial Planning, formerly associated with FSGA. Recently AFCA released its lead decision on MWL Financial Services, under which complainants ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
A new type of vertical integration will emerge in the financial advice sector in 2026, while an oligopoly of two providers will dominate the platforms market, Finura predicts. Finura's Australian Wealth Tech Predictions report for the year ahead ...

'Gross breach of trust': Former adviser sentenced to six years imprisonment

RIDDHIMA TALWANI  |  FRIDAY, 23 JAN 2026
Former financial adviser from Western Australia, Anthony Paul Torre, has been sentenced to six years' imprisonment. Torre's sentencing was backdated to 29 January 2025 in a verdict handed down by the District Court of Western Australia. Torre ...

Mercer's Helga Birgden departs after 18 years

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... Mercer's work providing a practical framework for dealing with climate risk, including climate modelling, scenario planning, stress testing, and assessing re-pricing impacts on investor portfolios. Investment returns were assessed against the Paris ...

IFS unveils new pathway for industry super fund advice

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
Industry Fund Services (IFS) has launched a "comprehensive solution" designed for financial advisers who want to specialise in industry super fund advice. The Independent Adviser Licensing Mode provides guidance that aligns with members' priorities ...

Legacy technology stagnates insurers' business progression: Clearwater Analytics

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
... across Australia, Singapore, and Hong Kong, a striking 93% believe dated technology is hindering their future strategy planning. Clearwater Analytics noted the total assets under management among these institutions amounted to US$3.8 trillion ($5.6tn). ...