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Showing 481 - 490 of 18230 results for "Plan"

AWAG to snap up 20% stake in First Mutual

RIDDHIMA TALWANI  |  TUESDAY, 7 OCT 2025
ASX-listed Australian Wealth Advisors Group (AWAG) will acquire a 20% stake in licensee First Mutual, in a bid to expand its AFSL and licensing services. The investment is on a cash basis and First Mutual will retain its autonomy and ownership structure ...

Australian women most likely to retire early

ELIZA BAVIN  |  TUESDAY, 7 OCT 2025
A fifth of women globally are planning to leave the workforce before retirement age, with the problem most prevalent in Australia, according to new research from the British Standards Institution. The research found early departure was most prevalent ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
Not done with pulling Clime Investment Management out of the red, managing director Michael Baragwanath's bold plans to turn the ship around entail a product and culture overhaul, and even giving away his short-term incentives (STI) to staff. After ...

Platinum LIC turns down WAM bid

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
Platinum Capital (PMC) shareholders have rejected Wilson Asset Management's (WAM) bid to be the investment manager of the listed investment company (LIC) in the hope of replacing Platinum Asset Management. WAM flagged its intentions of becoming the ...

Australia dominates APAC real estate private credit raisings

MATTHEW WAI  |  FRIDAY, 3 OCT 2025
... aligns with Centura Bass's recent report. The report highlights that many family offices and ultra-high-net-worth investors plan to boost their investment in the real estate private credit sector. However, risks including regulatory evolution, liquidity ...

Prime Super recruits product veteran

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
Prime Super has bolstered its leadership team with the appointment of two experienced executives from Active Super, bringing deep industry expertise product development and member services. Renee Tkalec joins the asset owner as head of product bringing ...

Aware Super launches digital advice tool for retirees

ELIZA BAVIN  |  THURSDAY, 2 OCT 2025
... option and model different income and spending scenarios. Users will be given an "income confidence score" to see how their plan measures up to their goals. The tool can also estimate Age Pension eligibility, include a spouse's financial details ...

Vast majority of advised Australians "tangibly" better off: FAAA

RIDDHIMA TALWANI  |  THURSDAY, 2 OCT 2025
A survey by the Financial Advice Association Australia (FAAA) found Australians with a financial adviser are more confident in their perceived quality of life. According to the FAAA's 2025 Value of Advice Index, 93% of advised Australians say they are ...

Macquarie Wrap removes dozens of funds

JAMIE WILLIAMSON  |  WEDNESDAY, 1 OCT 2025
... offerings. For others, it said it was the decision of Macquarie Investment Management as trustee of the Macquarie Superannuation Plan to close the funds to investment by members. So far, Macquarie has publicly stated around 60 investment options will ...

Lorica Partners, Multiforte Financial Services merge

RIDDHIMA TALWANI  |  WEDNESDAY, 1 OCT 2025
Financial advice firm Lorica Partners is merging with Multiforte Financial Services, uniting the two companies under the Lorica Partners brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff ...