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Showing 351 - 360 of 10920 results for "Planning"

Australia an 'efficient' market for multinationals

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
... costs and reliable processing times provides organisations with dependable operational parameter for entity management planning." Head of Mercator by Citco Kariem Abdellatif said while markets like New Zealand have fully embraced technology-enabled processes ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... 2023, he was an adviser at MWL Financial Services. He then jumped to CWS Finance, which is under Interprac Financial Planning, between July 2023 and January 2024. ASIC said it was aware authorised representatives from Interprac Financial and Next Generation ...

Findex partners with brokerage firm to deliver 'best-in-class' service

MATTHEW WAI  |  MONDAY, 7 JUL 2025
Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service. The joint venture will see Findex's lending business progressively evolve into a dedicated, lending-first entity, with a 12-month handover period ...

Adviser exam pass rate drops once again

MATTHEW WAI  |  MONDAY, 7 JUL 2025
The results of the 29 th Financial Adviser Exam have been handed down, with only 66% of candidates passing. In the June 5 exam cycle, a total of 237 people sat the exam; 75% (179) sat the exam for the first time. Eighty people (34%) have failed the ...

Plenary adds to executive lineup

MATTHEW WAI  |  FRIDAY, 4 JUL 2025
... Crowe said all the new roles reflect Plenary's strong focus on developing its own talent and focus on succession planning. "We have created global teams centered around our core value propositions, leveraging our in-country expertise while strengthening ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show. ASIC's Cost Recovery Implementation Statement (CRIS) report shows that advisers who provide personal ...

Movers and shakers: Cbus, HESTA, Rest, Minderoo and Colonial First State

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... resurfaced at Cbus Super as a senior program director tasked with eading a significant transformation. Dirk Dobbs, a strategy planning and transformation expert has taken on the role of senior program to progress an inorganic growth strategy. During ...

APRA expects 'no cutting corners' with CPS230

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
... determine the extent to which these services can continue during severe disruptions. They must test their business continuity planning to identify vulnerabilities to ensure they are positioned to overcome severe disruptions, and identify and manage third-party ...

ASIC releases new relief for reportable situations regime

KARREN VERGARA  |  MONDAY, 30 JUN 2025
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days. Also in the relief, ASIC is exempting the reporting of certain breaches ...

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth. Viridian chair James Joughin said: "By combining the strengths of both companies, the Viridian board anticipates ...