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Showing 361 - 370 of 10920 results for "Planning"

Super moves: PE exec quits Future Fund for ART

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... members." Meanwhile, Patrick Jodas was appointed chief financial officer at Brighter Super overseeing finance, tax, financial planning and analysis, corporate strategy, and investment operations. Jodas brings over 25 years of experience in banking, financial ...

Betashares gearing up to expand Wealth Builder product suite

ANDREW MCKEAN  |  WEDNESDAY, 25 JUN 2025
... assets. A Betashares spokesperson said the Wealth Builder ETFs have received "strong interest," and that the firm is planning to expand the range over the second half of 2025. "We've had significant adviser and investor demand for a Wealth Builder ETF ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m). The move brings Shaw and Partners Financial Services' assets under advice ...

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline. An ASIC spot check of the 15,610 relevant providers listed in the Financial Advisers Register found that 6426 ...

Nominations open for 2025 Power50

STAFF WRITER  |  MONDAY, 23 JUN 2025
... outstanding advisers based on feature and profile stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until July 27. ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience ...

Australia progresses climate transition disclosures, planning

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
Australia is showing progress with disclosing and adopting its clean energy transition initiatives as investors' demand for credible emissions reduction strategies grows, a study from MSCI shows. Among listed Australian companies analysed in the APAC ...

Green moves: Airtrunk, JPMorgan, T. Rowe Price

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... international climate finance negotiations and spearheaded the development of the nation's mitigation targets, resilience planning, and energy innovation initiatives. She served in the Singapore Foreign Service as a diplomat in Beijing, overseeing ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... set to leave ART as the country's second-largest superannuation fund moves to disband its investment resilience and planning division, of which he was a part. Ozer's boss, Jody Fitzgerald, who joined ART over a year ago as head of investment ...

‍Padua recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... regulation at the Australian Retail Credit Association and held senior roles at AMP, Asteron Life, Zurich, and the Financial Planning Association. He reports to Padua's head of data, research and technical advice Rudy Haddad who called the appointment ...