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Showing 321 - 330 of 18457 results for "Plan"

More M&A amid AI buildouts, heightened costs: Fidelity International

MATTHEW WAI  |  FRIDAY, 17 APR 2026
M&A activity will continue to ramp up across most sectors as businesses look to capitalise on artificial intelligence (AI) buildouts while sustaining higher operational costs, a new survey found. Fidelity International's annual Analyst Survey 2026 ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
Esencia Wealth has expanded into Queensland, adding 300 clients to its portfolio by merging with two advice firms in the state. Merging with Financial 3 Wealth and Marsden Wealth Advisers will mark Esencia Wealth's first office in Brisbane, building ...

AllianceBernstein debuts second active ETF

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
AllianceBernstein (AB) launched the AB Global Strategic Core Equities Fund - Active ETF on Cboe Australia. The fund offers investors access to global markets via a more defensive approach while still achieving long-term outperformance, AB said. The ...

Pacific Equity Partners adds four to local team

STAFF WRITER  |  THURSDAY, 16 APR 2026
... where he was vice president in the Asia buyout team. He's also previously held roles with Ontario Teachers' Pension Plan in London, and was an investment banking associate for three years at J.P. Morgan in both Sydney and London. Meantime, joining ...

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Depending on the type of business they want to do, financial advisers looking to inorganically grow their client base will have to pay slightly more for a book now, but valuations have stalled overall, according to Radar Results. In its latest price ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
New research from the Financial Services Council (FSC) reveals digital advice is activating the demand for full personal advice and presents the opportunity for the industry to finally provide regulated digital advice at scale. The role and value of ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

CFS awards $370m mandate

KARREN VERGARA  |  TUESDAY, 14 APR 2026
... manager of Utilities Trust of Australia (UTA ), which acquired an additional 60% stake from Ontario Teachers' Pension Plan to take full ownership of Sydney Desalination Plant, last December. UTA and Ontario Teachers' have co-owned the asset since ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
An adviser that ASIC said was experienced enough to know better than to advise clients to invest in Shield and First Guardian has been banned for five years. Shane Monte Silva failed to act in certain clients' best interests when he told them to switch ...

Magellan shareholders say yes to Barrenjoey takeover

RIDDHIMA TALWANI  |  MONDAY, 13 APR 2026
... long-term flexibility. He also addressed the disappointment among some shareholders on the scale-back in the share purchase plan (SPP) of $130 million to acquire an additional interest in Barrenjoey before the merger. The SPP was oversubscribed and demand ...