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Showing 341 - 350 of 10920 results for "Planning"

Treasury wants 'more confidence' in sustainable product labels

MATTHEW WAI  |  MONDAY, 21 JUL 2025
... Sustainable Finance Taxonomy as part of Priority 2 Developing the Australian Sustainable Finance Taxonomy, and transition planning guidance under Priority 3 Support credible net zero transition planning. Robust and clear product labelling can also help ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... goals and business strategy. With a background spanning managed account consulting, fund manager research, and financial planning, Currie adds depth to Ascalon's capability in supporting Private Wealth, Institutional, and Family Office clients. Before ...

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
CPA Australia says the drastic exodus of financial advisers has put Australians' retirement money at risk, possibly leading them to invest in higher-risk schemes. According to the Financial Adviser Register, there are only 15,300 advisers left in the ...

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
... increase expected retirement outcomes using a greater extent of additional personal information, given their retirement planning expertise." Superannuation funds can play a key role for members who cannot or do not want to engage a financial adviser ...

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
HUB24's total funds under administration (FUA) reached a record $136.4 billion at the end of June. Net inflows for the 2025 financial year were $19.8 billion, up 25% annually. Excluding the $4 billion of migrations during the period, net inflows ...

Macquarie lines up $240m deal for new data centre

ELIZA BAVIN  |  MONDAY, 14 JUL 2025
... facility. The new campus requires subdivision of land, which Macquarie said it expected to take a number of months to receive planning approval for. "Building of new data centres on this campus is expected to be in a few years, in this period Macquarie ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... This is in addition to providing practice management services to advice firms, consulting on matters such as succession planning, client engagement and intergenerational wealth strategies. The parties did not disclose the agreed sum for the deal. InvestSense ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... teams, and drove strategic growth from the front line. Beyond corporate leadership, he has owned and operated financial planning, recruitment, and consulting businesses. "John understands the engine room of advice - from strategy to execution. He knows ...

Super moves: TCorp, Mercer, Commonwealth

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... QBE. At the insurance giant, he had two roles. He began his career as an investment analyst before transitioning to a planning and solutions role, where he reviewed various portfolio segments.

QIC names four new principals

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... Cojan joined QIC in 2021 after previously working at Heathrow Airport, where he served as head of finance for long-term planning and modelling. He is also a non-executive director at Brussels Airport. QIC head of global infrastructure Ross Israel said ...