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Showing 351 - 360 of 18226 results for "Plan"

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... cultivating talent within new graduates during their Professional Year. "Sydney Financial Planning has a structured development plan and adviser pairing model, which is designed to enhance the experience of PY advisers and up-and-coming client services ...

Challenger to take on TelstraSuper pension product

JAMIE WILLIAMSON  |  TUESDAY, 2 DEC 2025
Some TelstraSuper members will be transferred to Challenger Retirement Fund, following a decision to close its RetireAccess Lifetime Pension. The super fund has notified members that a review of its product suite as part of its merger plans with Aware ...

Fidelity launches research-driven global equities fund

RIDDHIMA TALWANI  |  TUESDAY, 2 DEC 2025
Fidelity International has launched a research-driven equities strategy, the Fidelity Research Global Equities Fund, giving investors access to its analysts' best stock picks. The fund is a repurposing of the Fidelity Global Demographics Fund, with ...

CEFC invests $35m in Starling Energy

ELIZA BAVIN  |  TUESDAY, 2 DEC 2025
The Clean Energy Finance Corporation (CEFC) is investing $35 million through the CEFC Household Energy Upgrades Fund (HEUF) in Starling Energy Group, which operates via its retail brand Plico. CEFC said the investment will help reduce household energy ...

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
The number of new clients financial advisers acquired amounted to 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition ...

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

MATTHEW WAI  |  MONDAY, 1 DEC 2025
Capital Haus has acquired Adelaide's advice business Baker Young, with the firm to retain its brand and staff. Baker Young founders Alan Young and David Baker will remain in active advisory roles, as Capital Haus will also move its existing client to ...

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

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
ASIC has suspended the AFSL of Focused Financial Advice (FFA) until December 19, which has operated for more than two years without a key person. FFA was established in 2003 and provides financial services around superannuation, life insurance, retirement ...

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

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
New research has found that if all Australians were to reach a level of advanced financial capability, it could uplift aggregate household wealth by $1.2 trillion, equal to $122,950 per household. The Big Lift report by Deloitte in collaboration with ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... financial planners," she said. "This includes a timeline of how long each step is likely to take, helping future advisers plan ahead for the journey to becoming a licensed professional adviser." Rainmaker's analysis of the Financial Advisers Register ...