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Showing 471 - 480 of 18461 results for "Plan"

Betashares, VanEck add to product lineups

JAMIE WILLIAMSON  |  THURSDAY, 5 FEB 2026
Betashares has launched its second momentum ETF, while VanEck added its first cash offering. Betashares expanded its smart beta range this week with the addition of the Betashares Global Momentum ETF (ASX: GTUM), which it said will provide investors ...

Family offices hunt opportunities in AI: Report

KARREN VERGARA  |  THURSDAY, 5 FEB 2026
... impact." Notably, succession planning for family office management is a frequent challenge and concern as 86% do not have a plan in place. Many of the family offices surveyed are leanly staffed and struggle to identify successors for key roles. More ...

Advisers need more support: FAAA submission

ANGELIQUE MINAS  |  THURSDAY, 5 FEB 2026
In a pre-Budget submission, the Financial Advice Association Australia (FAAA) has proposed five key recommendations to increase the number of advisers and cut through regulatory red tape, while supporting consumer protections. The FAAA urged the federal ...

Rapid AI adoption leads to heightened private market engagement: Nuveen

MATTHEW WAI  |  THURSDAY, 5 FEB 2026
... private markets, specifically data centre infrastructure and clean energy. Over the next five years, about eight in 10 (81%) plan to increase allocations to private markets, with more than half (51%) increasing private allocations in their portfolios ...

Pinnacle takes over Pacific Asset Management

KARREN VERGARA  |  WEDNESDAY, 4 FEB 2026
Pinnacle Investment Management will acquire the outstanding stake in Pacific Asset Management (PAM) for $418.8 million in a bid to accelerate its global private wealth footprint. Pinnacle will snatch up the remaining 79.2% interest in PAM after it acquired ...

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
While the ASX-listed financial advice group is staying firm on its objectives for 2026, it has refreshed the identity of its consumer advice business, signalling an evolution is underway. WT Financial Group founder and managing director Keith Cullen ...

Interprac ordered to pay $120k over Shield advice, blames Macquarie

MATTHEW WAI  |  TUESDAY, 3 FEB 2026
Interprac Financial Planning will need to pay approximately $120,000 in compensation to a complainant over inappropriate advice provided in relation to the Shield Master Fund, the Australian Financial Complaints Authority (AFCA) lead decision reveals. ...

Global RE investment firm continues Aussie expansion

ELIZA BAVIN  |  TUESDAY, 3 FEB 2026
Heitman, a global real estate investment management firm headquartered in the US, and Erben, an Australian property development and investment firm, have announced the joint acquisition of a Perth-based property. The parties will acquire Lot 19 at Perth ...

BT, Challenger to deliver retirement income suite

ANGELIQUE MINAS  |  MONDAY, 2 FEB 2026
BT Financial Group (BT) will expand its longstanding partnership with Challenger to deliver a range of retirement income solutions on BT Panorama. To be released in two stages, BT plans to launch a lifetime super feature in the second half of 2026. ...

Transfer balance cap to rise to $2.1m

JAMIE WILLIAMSON  |  FRIDAY, 30 JAN 2026
Following the release of the Consumer Price Index (CPI) figures this week, the superannuation transfer balance cap (TBC) will increase on July 1. Australian Bureau of Statistics (ABS) data showed CPI rose to 3.8% in the 12 months to December 2025, up ...