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Showing 441 - 450 of 11036 results for "Planning"

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... Fellow Chartered Financial Practitioner (FChFP) designation, but the FAAA is now seeking education providers in estate planning, retirement, money therapy, self-managed superannuation funds (SMSFs), and responsible investing. Applications are open until ...

PC outlines key reforms to boost clean energy investment

ELIZA BAVIN  |  TUESDAY, 5 AUG 2025
... effectively protecting the environment. These reforms would introduce national environmental standards, improve regional planning, and set clear rules about engaging with local communities and Aboriginal and Torres Strait Islander people. "Overdue reforms ...

Treasury launches consultation on CSLR breaching sub-sector levy caps

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
Treasury today launched a consultation on the Compensation Scheme of Last Resort (CSLR), considering options on how to deal with estimates that have drastically exceeded sub-sector levy caps. Released late Friday, the consultation paper is seeking feedback ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ...

Aware Super, TelstraSuper explore merger

ELIZA BAVIN  |  FRIDAY, 1 AUG 2025
... fees, an expanded investment menu and a national servicing footprint to help TelstraSuper members further enhance their planning and transition into retirement." Aware Super chair Christine McLoughlin said the proposed merger presents a compelling opportunity ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ...

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... Fitzpatrick's Advice Partners. In her new role, Fabig will focus on assisting the group's practice principals with business planning, performance monitoring, and the development and execution of growth initiatives. Fairweather was appointed to lead the ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... translates to higher revenue per client. "HNW clients typically require full-service advice across investments, tax, estate planning, and risk management - all of which contribute to deeper and more profitable relationships," he said. HNW clients also ...

ASX updates waiver disclosure rules

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... continuing to conduct research and have been engaging stakeholders to help us refine the scope of a consultation paper we are planning to issue on this topic." Listed companies are currently required to disclose that they have received a waiver as a ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
A financial planning group that began life as a fintech start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released ...