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Showing 31 - 40 of 4057 results for "Financial planning"

AFCA reveals outcome of final lead decision

MATTHEW WAI | MONDAY, 2 MAR 2026

... Shield and First Guardian, including MWL Financial Services, Financial Services Group Australia, and Interprac Financial Planning.

Research reveals 'alarming spike' in super switching

ELIZA BAVIN | FRIDAY, 27 FEB 2026

... being driven by social media ads, lead generation or third-party influences and not by long-term professional financial planning in their best financial interests. "Healthy competition and choice are long-term features of Australia's super system, but ...

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA | TUESDAY, 24 FEB 2026

... being blacklisted from several platforms, Sequoia Financial Group is now reviewing the viability of InterPrac Financial Planning. Sequoia managing director and chief executive Garry Crole told investors overnight the "negative media attention" surrounding ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI | TUESDAY, 24 FEB 2026

... segment and disciplined acquisitions. Count completed nine M&A transactions during the half year, including four financial planning acquisitions. FUA increased to $40.2 billion (up 11%), driven by new client growth and net client inflows. Meantime, the ...

Aged care misinformation poses opportunity for advisers

KARREN VERGARA | FRIDAY, 20 FEB 2026

... care providers. "We are seeing clients go to aged care providers who are doing calculations with very little financial planning ability," Biti noted. "We have got to get in front of our clients. We've got to get there first and not let them rely ...

Process to become an adviser remains 'unattractive': SMSFA

MATTHEW WAI | THURSDAY, 19 FEB 2026

... streamlining the intricate process for more entrants, but were exacerbated by several universities dropping financial planning-related courses and by tightened scrutiny on advisers during their professional year (PY). "What the government was proposing ...

ASIC reviews lead generators again, names advisers using them

JAMIE WILLIAMSON | WEDNESDAY, 18 FEB 2026

... authorised representatives known to have acquired leads is dominated by Lifestyle Asset Management and Interprac Financial Planning, however Synchron and MiPlan Advisory also feature. "ASIC warns that lead generators that mislead consumers, utilise high ...

Centrepoint offloads lending solutions business

KARREN VERGARA | TUESDAY, 17 FEB 2026

... mortgage aggregator and diversified to include commercial and equipment finance. In 2012, Astute launched the financial planning arm of the group. It also offers general insurance and a health insurance product. Astute director Brad Wood said: "Astute ...

CBA updates on class actions, governance review

ELIZA BAVIN | WEDNESDAY, 11 FEB 2026

... March 2026. CBA also settled one of its advice class actions. The action was filed in 2020 against Commonwealth Financial Planning (CFP), Financial Wisdom Limited (FWL) and CMLA. The claim related to certain CMLA life insurance policies recommended to ...

Aged care advice needs regulatory intervention: Research

ANGELIQUE MINAS | TUESDAY, 10 FEB 2026

... Corporations Act. This would ensure that providers are required to have an AFSL. The paper also recommends introducing financial planning specialisation categories on the ASIC Financial Advisers Register (FAR), to more effectively identify licensed advisers. ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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