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Showing 311 - 320 of 11031 results for "Planning"

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ...

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
Just one month out from the qualification deadline, some 2326 financial advisers are still yet to meet the standard, says ASIC. As at November 20, there were 15,469 relevant providers listed on the Financial Advisers Register. Of these, 7959 hold an ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... financial wellbeing. They also have more unmet advice needs, particularly in areas such as growing superannuation, retirement planning, and managing debt," Cappe said. Of the 7549 survey participants, Investment Trends calculated that practices have ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... investors." Young said Capital Haus shares Baker Young's philosophy, making it an easy decision to join the group. "We are planning for the long term - for our clients, our team and our brand. Becoming part of the Capital Haus Group means our legacy ...

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
... person. FFA was established in 2003 and provides financial services around superannuation, life insurance, retirement planning, estate planning and wealth creation. The ownership of FFA's AFSL changed in 2023 following the sale of the shares in the business ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
... to undertake essential financial activities. Furthermore, 57% of Australians over 55 have never undertaken retirement planning, and almost half of Australians do not actively self-educate themselves about financial management. "Over a lifetime, early ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... website has valuable information for career changers and future advisers who want to explore what a career in financial planning could look like. It explains why becoming a financial adviser is rewarding on many levels, shares real stories from those ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... at some point in time, it becomes this lifestyle. Now, if that's what you want, great, but if you want succession planning, growth and integration you've got to be prepared to work out what part of this is business and what part of this is that ...

Top Koda Capital exec exits

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... capability and broaden access to global opportunities. She brought more than 25 years' experience in the financial planning sector. Before joining Koda, Hinze spent nine years at AMP in several senior leadership roles, including general manager of ...

Super funds lagging RIC obligations: Pulse Check

ELIZA BAVIN  |  WEDNESDAY, 26 NOV 2025
... effectively they are assisting members in balancing the covenant objectives, the report said. Most funds (95%) said they are planning further enhancements over the next year to support members transitioning to retirement. Additionally, 36% described ...