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Showing 11 - 20 of 10917 results for "Planning"

More advisers go self-licensed to avoid associative risks

MATTHEW WAI  |  THURSDAY, 28 MAY 2026
An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

ART appoints two to board

ELIZA BAVIN  |  TUESDAY, 26 MAY 2026
... appointed, initially as an adviser to the board's Investment and Valuation Oversight Committees, facilitating succession planning for the role of chair of the Investment Committee when current chair and director Mark Burgess retires from the ART board ...

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA  |  TUESDAY, 26 MAY 2026
The Financial Advice Association of Australia (FAAA) is pushing for "fundamental changes" to how the Compensation Scheme of Last Resort (CSLR) is funded, arguing it would be detrimental to financial advisers and small businesses if it continues in its ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... insurance holdings and collectibles. The portal also includes document storage, wealth calendar functionality and estate planning style features including the ability to record expressions of wishes and share information with family members or advisors. ...

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 ...