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Showing 11 - 20 of 10913 results for "Planning"

Rodney Forrest re-sentenced for $3m insider trading

ELIZA BAVIN  |  MONDAY, 25 MAY 2026
... said. Despite the identified error, the court emphasised Forrest's offending remained serious, involving premeditation, planning, a significant breach of trust and a high degree of sophistication, justifying a substantial custodial sentence. "These offences ...

LGT bolsters investment bench

VINNY VUCAGO  |  MONDAY, 25 MAY 2026
... specialists as wealthy families increasingly seek support that combines investment management with governance and succession planning. LGT Wealth Management chief executive Michael Chisholm said ultra-high-net-worth clients are no longer treating investment ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... total number of advisers by 10.4% over the 12 months. The five AFSLs attracting the most advisers were Akumin Financial Planning, RI Advice group, Picture Wealth, Consultum and Canaccord Genuity Financial.

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
The high-net-worth (HNW) population's vast pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. ...

Macquarie shareholders question its climate change commitment

RIDDHIMA TALWANI  |  THURSDAY, 21 MAY 2026
... rating of "D" - unstructured plan execution. The score indicates that while Macquarie has sufficiently detailed transition planning covering the most material sources of the company's emissions, it does not provide evidence that it is influencing ...

Behavioural constraint is costing retirees greatly: Allianz Retire+

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... hard-to-unwind, even when they materially improve long-term outcomes, the report said. While traditional retirement income planning focuses on sustaining target income levels, it does not resolve retirees deeply held concerns, including outliving their ...

UniSuper pilots' digital estate planning partnership with Safewill

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026
UniSuper has partnered with online estate planning platform Safewill in a pilot program aimed at simplifying the Will creation process for members and improving awareness around estate planning and superannuation beneficiary nominations. Under the arrangement ...

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
While financial advice firms are at different stages of embracing artificial intelligence (AI), experts urge not to overlook two key areas before they go all in: data quality and compliance. Before considering anything else, a panel of technology and ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... demand for this solution is a testament to that. People want more personalisation and flexibility in their retirement planning and MLC Retirement Boost gives them this, while increasing the potential of super for more people and potentially creating ...

CALI calls for government to help fund CSLR

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
The Council of Australian Life Insurers (CALI) is calling on the government to help fund the burgeoning Compensation Scheme of Last Resort (CSLR) to stop putting "undue" pressure on Australia's risk advisers. The government has announced the shared ...