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Showing 21 - 30 of 10917 results for "Planning"

UniSuper pilots' digital estate planning partnership with Safewill

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026
UniSuper has partnered with online estate planning platform Safewill in a pilot program aimed at simplifying the Will creation process for members and improving awareness around estate planning and superannuation beneficiary nominations. Under the arrangement ...

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
While financial advice firms are at different stages of embracing artificial intelligence (AI), experts urge not to overlook two key areas before they go all in: data quality and compliance. Before considering anything else, a panel of technology and ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... demand for this solution is a testament to that. People want more personalisation and flexibility in their retirement planning and MLC Retirement Boost gives them this, while increasing the potential of super for more people and potentially creating ...

CALI calls for government to help fund CSLR

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
The Council of Australian Life Insurers (CALI) is calling on the government to help fund the burgeoning Compensation Scheme of Last Resort (CSLR) to stop putting "undue" pressure on Australia's risk advisers. The government has announced the shared ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
Financial advisers grapple finding a meaningful place for private credit in portfolios as investment experts urge them to carefully consider the risks of making it part of the defensive allocation. The Stockbrokers and Investment Advisers Association ...

Investors rotate into fixed income as diversification demand grows: Capital Group

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
... through measures such as expanding tactical asset allocation limits. Active management is also gaining favour, with 46% planning to increase the use of active strategies within fixed income, compared to just 5% reducing exposure. Liquid fixed income ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
InterPrac Financial Planning is taking action against a former client and victim of the First Guardian Master Fund collapse for an Australian Financial Complaints Authority (AFCA) determination it is vehemently contesting. The new proceeding comes off ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... the group said that Stephan will lead their existing asset consulting relationships with dealer groups and financial planning firms, advising on portfolio construction, governance and investment strategy. "He brings deep experience across investment ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
Aware Super is introducing better support to financial advisers as it antes up the delivery of education with licensees and advisers, in a move to expand its advice relationships capability. To better focus on the initiative, the $235 billion super ...

Sequoia delays dividend amid InterPrac sale uncertainty

ELIZA BAVIN  |  THURSDAY, 14 MAY 2026
Sequoia Financial has advised the payment date for the previously declared interim dividend will be delayed from May 15 to June 3. The interim dividend was previously delayed pending the proposed sale of InterPrac to Conquest Investment Partners; however ...