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Showing 21 - 30 of 2187 results for "Movin"

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

UniSuper unlocks close to $15k for members moving into retirement

MATTHEW WAI  |  FRIDAY, 28 AUG 2026
Eligible UniSuper members will receive a tax-free bonus of up to $14,700 when they move into retirement phase from October 1. The Retirement Bonus feature, once effective, will provide eligible members up to $14,700 when they move into a UniSuper Flexi ...

Perpetual weighed down by wealth management business

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
Perpetual Group recorded "stable" revenue of $1.4 billion in FY26, as growth was affected by lower asset and wealth management revenue. Operating revenue of $1.4 billion was stable year-on-year, with revenue growth reflected by its corporate trust division ...

AWAG's profit takes hit from geopolitics in FY26

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
The Australian Wealth Advisors Group (AWAG) has reported a net profit after tax (NPAT) of $689,166 in the financial year ending June 30, down by some $360,000 compared to FY25. Revenue was also down 1.9% to $11.2 million, as AWAG explained the results ...

New investment governance provider for AFSL launches

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
A new investment governance service provider has opened its doors for small to medium-sized Australia financial services licence (AFSL) holders to enhance and strengthen their governance frameworks. Founded by three former Russell Investments directors ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
Fiducian Group's statutory net profit after tax (NPAT) has slipped nearly 30% in the 12 months to June end compared to FY25 due to ASIC's penalty of $7.3 million imposed for greenwashing. Fiducian chair Inderjit Singh said excluding the non-recurring ...

CFS launches pension bonus

VINNY VUCAGO  |  MONDAY, 17 AUG 2026
Colonial First State (CFS ) has launched new retirement solutions offering eligible members a one-off payment when moving from accumulation into retirement. As previously mentioned in May, the CFS Pension Bonus is available to eligible FirstChoice members ...

Women lead in voluntary contributions: Rest

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
New analysis by the profit-to-member fund found women represented around 65% of members making voluntary contributions, compared with 35% men. The data also showed a sharp concentration of voluntary contributions around the end of the end of the financial ...

A tough year for high-duration bond investors: Morningstar

MATTHEW WAI  |  WEDNESDAY, 12 AUG 2026
New analysis depicted duration as the biggest headwind for bond investors, with both Australian and global bonds labelled as the "laggards" against their peers over the 12 months to June end. Morningstar's Fixed Income Sector Wrap 2026 highlighted ...

Former director jailed for misuse of $1.75m

VINNY VUCAGO  |  TUESDAY, 11 AUG 2026
Former Equitable Financial Solutions director Usman Siddiqui has been sentenced to six years and six months' imprisonment for dishonestly using his position as a director and misappropriating company funds. Siddiqui, the former sole director of Equitable ...