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Showing 321 - 330 of 10920 results for "Planning"

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
... About one third of financial advisers said they want to exit the business within the next five years. The same number are planning to stay for more than 10 years. West said these exit strategies are referred to as the five Ds: death, disability, divorce ...

InterPrac hit with $22m in AFCA complaints

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
Sequoia Financial Group's InterPrac Financial Planning is facing $22 million worth of complaints lodged with the Australian Financial Complaints Authority (AFCA) for its advisers' role in the collapse of the Shield Master Fund and First Guardian ...

Treasury launches retirement phase consultations

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
... Treasury said. The framework will sit alongside the Retirement Income Covenant and Prudential Standard SPS 515: Strategic Planning and Member Outcomes, which commenced on January 1. One possible indicator for measuring fund offerings can be providing ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
The joint venture between WT Financial (WTL) and Merchant Wealth - Investco - has announced a fresh acquisition and the establishment of its second "Hubco". Titan Advice Group (TAG) - which was formed as the first Hubco in April - has announced the ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... Fellow Chartered Financial Practitioner (FChFP) designation, but the FAAA is now seeking education providers in estate planning, retirement, money therapy, self-managed superannuation funds (SMSFs), and responsible investing. Applications are open until ...

PC outlines key reforms to boost clean energy investment

ELIZA BAVIN  |  TUESDAY, 5 AUG 2025
... effectively protecting the environment. These reforms would introduce national environmental standards, improve regional planning, and set clear rules about engaging with local communities and Aboriginal and Torres Strait Islander people. "Overdue reforms ...

Treasury launches consultation on CSLR breaching sub-sector levy caps

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
Treasury today launched a consultation on the Compensation Scheme of Last Resort (CSLR), considering options on how to deal with estimates that have drastically exceeded sub-sector levy caps. Released late Friday, the consultation paper is seeking feedback ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ...

Aware Super, TelstraSuper explore merger

ELIZA BAVIN  |  FRIDAY, 1 AUG 2025
... fees, an expanded investment menu and a national servicing footprint to help TelstraSuper members further enhance their planning and transition into retirement." Aware Super chair Christine McLoughlin said the proposed merger presents a compelling opportunity ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ...