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Showing 31 - 40 of 18224 results for "Plan"

UniSuper pilots' digital estate planning partnership with Safewill

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026
UniSuper has partnered with online estate planning platform Safewill in a pilot program aimed at simplifying the Will creation process for members and improving awareness around estate planning and superannuation beneficiary nominations. Under the arrangement ...

ASIC launches action against Equity Trustees for $65m First Guardian failures

ELIZA BAVIN  |  THURSDAY, 21 MAY 2026
... information before onboarding First Guardian such as its constitution, audited financial accounts or an audit of its compliance plan. Further, ASIC alleges that Equity Trustees allowed its members to invest 100% of their funds in First Guardian despite ...

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
... discussions with advisers and talk about strategy and advice again," he said, warning that gone are the days where advisers check a plan after it has been issued. "Once the advice has been provided to clients, it's too late. This idea that compliance ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Colonial First State (CFS) is plotting the "largest-ever" expansion of its retirement offerings through a multi-partner alliance to enhance retirement solutions. Developed with Challenger, Generation Life, and BlackRock, the partnerships transform product-led ...

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Vital Business Partners (VBP), part of AZ NGA's network, has appointed a new chief executive, replacing Nathan Jacobsen who joined the parent company as chief operating officer earlier this year but continued to oversee the management of VBP. VBP has ...

Oil price shock to hit consumers 'relatively quickly': RBA

RIDDHIMA TALWANI  |  WEDNESDAY, 20 MAY 2026
... broad set of industries. "Expectations for pass-through to consumer prices vary, but we are hearing from some firms that they plan to increase their retail prices," Hunter said. "For example, some construction firms - who have been relatively highly ...

CALI calls for government to help fund CSLR

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
The Council of Australian Life Insurers (CALI) is calling on the government to help fund the burgeoning Compensation Scheme of Last Resort (CSLR) to stop putting "undue" pressure on Australia's risk advisers. The government has announced the shared ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
Financial advisers grapple finding a meaningful place for private credit in portfolios as investment experts urge them to carefully consider the risks of making it part of the defensive allocation. The Stockbrokers and Investment Advisers Association ...

Mulino targets retail investor protections, high-risk MISs: SIAA

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... improve ASIC's oversight of the structures. Treasury proposed a new MIS regulatory framework will have stricter compliance plan requirements, such as a detailed description of the nature of the MIS and its investment strategy, and information outlining ...

Investors rotate into fixed income as diversification demand grows: Capital Group

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
... senior investment professionals across Asia-Pacific, Europe, the Middle East and North America, showed 72% of respondents plan to adjust credit portfolio composition over the next 12 months, while 67% are focused on increasing geographic diversification. ...