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Showing 21 - 30 of 4095 results for "financial planning"

Sequoia gives InterPrac sale a second shot

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
... Sequoia Financial Group said it has appointed an independent advisor to undertake a sale process of InterPrac Financial Planning. Sequoia did not name which company it has been engaging with for the potential sale. "This process is at an early stage ...

CBA, Colonial First State settle class action for $249m

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... CBA also settled a financial advice class action in in-principle for $22.5 million relating to Commonwealth Financial Planning (CFP), Financial Wisdom and its life insurance business Colonial Mutual Life Assurance Society (CMLA). Shine Lawyers alleged ...

Phil Anderson to retire at the upcoming FAAA Congress

MATTHEW WAI  |  WEDNESDAY, 26 AUG 2026
... most notable for leading the Association of Financial Advisers (AFA) as chief executive before merging with Financial Planning Association of Australia (FPA) took place in 2023 to form the FAAA. Prior to that, Anderson served in senior roles at AMP ...

AMP North appoints head of strategic growth

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
... financial services giant after two decades. Kirk previously spent 10 years with the group, holding roles within AMP Financial Planning and AMP Adviser Services before departing in 2006. Kirk will lead strategic sales and partnership across North, MyNorth ...

FS Power50 voting opens

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
... platforms to improve financial literacy and awareness. Financial Standard and FS Advice, The Australian Journal of Financial Planning are inviting readers to vote for the advisers they believe best present the values of the Power50 through their leadership ...

First Guardian victims advance in case against InterPrac

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Two victims of the First Guardian Master Fund linked to InterPrac Financial Planning, who collectively lost $465,000, have won a small victory in the Federal Court. Justice Beach on August 13 ordered InterPrac to pay the sums, which were calculated ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
... non-recurring item, the group has maintained positive momentum across all three operating segments, including financial planning, platform administration and funds management. Funds under management, advice and administration surged over $1 billion to ...

DASH appoints new chief executive

KARREN VERGARA  |  WEDNESDAY, 12 AUG 2026
... Glenn onboard to lead DASH on our journey to develop a new advice model that gives Australians access to the financial planning and investment administration services they need," Lloyd said. "Glenn has worked in both mature and start-up businesses in ...

Sequoia caves into InterPrac sale undertaking, ASIC withdraws proceedings

KARREN VERGARA  |  WEDNESDAY, 5 AUG 2026
... after it entered an undertaking not to put the Cross Deed of Guarantee at risk tied to the sale of InterPrac Financial Planning, the group remains coy about the deal with Conquest Investment Management going ahead. A spokesperson for Sequoia confirmed ...

Acclaim Wealth makes C-suite appointment in newly created role

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
... range of technology and process improvements across the business. Prior to Acclaim Wealth, West established financial planning and business development experiences at LifePath Financial Planning and Skybridge Financial. Acclaim Wealth chief executive ...