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Showing 411 - 420 of 18452 results for "Plan"

Magellan to merge with Barrenjoey for $906m

KARREN VERGARA  |  MONDAY, 2 MAR 2026
... incremental 10% interest in Barrenjoey from Barclays for $148.9 million, funded via a non-underwritten placement and share purchase plan at $8.45 per Magellan share. Once finalised, Barclays' shareholding comes to 4.9% of the share capital of Magellan. ...

Future Group to buy Towers Watson RSE licence

JAMIE WILLIAMSON  |  FRIDAY, 27 FEB 2026
... Superannuation Trust and Nissan Retirement Fund and Heidelberg Australia Superannuation Fund, while the Oracle Superannuation Plan and Incitec Pivot Employees Superannuation Fund were transferred to Australian Retirement Trust. The Linfox Staff Superannuation ...

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
New research from Super Members Council (SMC) has revealed an "alarming spike" in the number of Australians with very small super balances and no pre-existing advice relationship taking part in super switching. The SMC research said these small-balance ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
A new report revealed an uplift in adviser expectations across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy. Gross revenue and other income were $119.6 million ...

Trump announces new US retirement plan

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
US President Donald Trump used his State of the Union address this week to announce a new retirement plan open to US workers. Trump said that since he took office the typical 401(k) balance has grown by "at least US$30,000". "That's a lot of money. ...

Aware Super launches digital advice tool

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
... showed a 78% increase in the relative number of members choosing more than the minimum pension when using it to build their plan. Aware Super said 54% of retiring members typically choose to draw down more than the minimum pension, but this surged to ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ...

Iress sticks to simplification plan, will consider "bona fide" takeover bids

RIDDHIMA TALWANI  |  WEDNESDAY, 25 FEB 2026
Iress is firmly focused on simplifying its software portfolio, centering it around wealth and trading and market data, while saying it will consider any bona fide takeover proposals consistent with its fiduciary duties. It has reported a profit of $79.3 ...

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
Following the demise of the Shield and First Guardian master funds, regulatory pressure and being blacklisted from several platforms, Sequoia Financial Group is now reviewing the viability of InterPrac Financial Planning. Sequoia managing director and ...