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Showing 31 - 40 of 11031 results for "Planning"

Crole banned for 10 years after abrupt exit from Sequoia

MATTHEW WAI  |  TUESDAY, 8 SEP 2026
... Crole for 10 years, following the events that unfolded under his leadership. Crole was a director of InterPrac Financial Planning from 20 August 2004 to 1 December 2025. From1 February 2004 to 17 July 2026, he was a responsible manager of InterPrac and ...

Diversa board backs chief executive pay rise, bonus amid First Guardian fallout

KARREN VERGARA  |  TUESDAY, 8 SEP 2026
Diversa Trustees' board paid chief executive Andrew Peterson a bonus of $770,000 and increased his salary at the height of the First Guardian collapse, an inquiry heard, doubling down on its confidence in his leadership and suitability to lead the ...

Inquiry rips into Diversa: 'All profit, no responsibility'

KARREN VERGARA  |  MONDAY, 7 SEP 2026
Diversa Trustees deflected responsibility at a parliamentary inquiry that criticised its governance and structural problems, particularly its role in the failed First Guardian Master Fund, in which members invested about $240 million. At the recent ...

Nine in 10 advisers concerned about greenwashing: RIAA

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026
A recent survey by the Responsible Investment Association Australia (RIAA) found that 94% of advisers have concerns about greenwashing or misleading sustainability claims made by investment products. RIAA's survey spoke with Australian-based individual ...

Integro expands further into Western Australia with merger

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026
Integro Private Wealth has merged with West Australian advice firm Coastline Private Wealth, strengthening its presence across the region. The expansion is part of the advice firm's strategy to expand its national footprint, while integrating its ...

Andrew Hewison to step down after Pemba Capital investment

MATTHEW WAI  |  THURSDAY, 3 SEP 2026
... investment in the Melbourne-based business last week. Announcing his upcoming departure on LinkedIn, Hewison said the planning of his exit was noted well ahead of time. "In November 2024, I sat down with key people at Hewison Private Wealth and told ...

WT Financial takes majority stake in TNT Advisor

RIDDHIMA TALWANI  |  WEDNESDAY, 2 SEP 2026
WT Financial has acquired a 70% stake in paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million. WT Financial managing director Keith Cullen said advice practices increasingly need access to scalable specialist capabilities, including ...

Sequoia revokes dividends, chief financial officer exits

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... challenges during FY26 and continues to manage legal and regulatory matters relating to its wholly owned InterPrac Financial Planning subsidiary." Sequoia has been trying to wash its hands of InterPrac Financial Planning, which was caught in Shield and ...

Acclaim Wealth names chief executive

MATTHEW WAI  |  MONDAY, 31 AUG 2026
... licensee services and adviser support operations, Hamilton held senior management and compliance roles at MLC, BDO Financial Planning, Synergy Capital Management and Macquarie Investment Management. Most recently, Hamilton was overseeing strategic relationships ...

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Iress is building a structured pathway for technology providers to connect with Xplan, its financial planning and wealth management software, helping ease administrative burden on advisers. Iress said the refreshed model moves away from open integration ...