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Showing 21 - 30 of 1867 results for "Young"

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI | TUESDAY, 14 APR 2026

... partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. This was the first major move following the appointment of Nathan Jacobsen as chief operating officer in February this ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI | THURSDAY, 2 APR 2026

... partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment of Nathan Jacobsen as chief operating officer in February this ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN | WEDNESDAY, 1 APR 2026

"I'm the eldest boy!" This is one of the most quotable quotes from the award-winning television show Succession, and while it is somewhat outdated for parents to leave behind their money, or legacy, to one child due solely to birth order or gender ...

Women to drive tailored advice demand: State Street

RIDDHIMA TALWANI | WEDNESDAY, 1 APR 2026

Women are expected to inherit an estimated $3.2 trillion over the next decade, creating demand for tailored advice, legacy planning and retirement income design, State Street Investment Management said. State Street's first module of Reimagining Retirement ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI | MONDAY, 23 MAR 2026

... SMC said it doesn't believe the skew to low balances is caused by multiple accounts or consolidation. "Eight out of 10 young Australians only have one account, and the value of outward rollovers corresponds to age specific median balances in ATO ...

Chalmers says Budget will make 'hard decisions'

ELIZA BAVIN | THURSDAY, 19 MAR 2026

Treasurer Jim Chalmers said the Federal Budget being handed down in May will make some "tough decisions" as the Australian economy faces uncertain times ahead. Chalmers said as the conflict in the Middle East continues, Treasury estimates inflation ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI | THURSDAY, 19 MAR 2026

Entireti is partnering with global financial technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN | THURSDAY, 19 MAR 2026

The Financial Advice Association Australia (FAAA) has made a submission to the Jobs and Skills Australia (JSA) consultation on the 2026 Occupation Shortage List Stakeholder Survey. FAAA chief executive Sarah Abood said there is "substantial evidence" ...

Rest 'diversifies its diversifiers' with US neighbourhood malls

RIDDHIMA TALWANI | WEDNESDAY, 18 MAR 2026

Rest has invested US$250 million in the US Cities Retail Fund (USCRF), managed by Nuveen Real Estate, broadening its exposure to retail property. USCRF invests in neighbourhood shopping centres in major US markets. Rest head of real assets for investments ...

CALI pushes for advice reforms as Australians turn to AI

RIDDHIMA TALWANI | TUESDAY, 17 MAR 2026

... the worst of cases, with no financial safety net to lean on when they need it most," Cupitt said. ASIC recently also urged young Australians to complement the information they seek from social media and AI with reputable and evidence-based sources.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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