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Showing 491 - 500 of 18232 results for "Plan"

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 ...

Centuria Bass names new chief executive

RIDDHIMA TALWANI  |  TUESDAY, 30 SEP 2025
Centuria Bass has appointed David Giffin as chief executive, with Yehuda Gottlieb taking the deputy chief executive role. Giffin joined the business in mid-2024 and has more than 20 years of experience in private lending markets, holding senior positions ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
The Compensation Scheme of Last Resort (CSLR) has made 551 payments totalling $54 million since it began operating, some 291 of which were made in relation to Dixon Advisory. The overwhelming majority of payments relate to personal financial advice ...

ASIC to release IDR and reportable situations data

ELIZA BAVIN  |  FRIDAY, 26 SEP 2025
ASIC has outlined its approach to publishing two public-facing dashboards containing Internal Dispute Resolution (IDR) and Reportable Situations (RS) data. ASIC said the approach was determined following consideration of 47 submissions received in response ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... replacing it. We were using as much technology as possible, and we managed to get the annual cost of doing the financial plan from [between] 10 and 20 days using the whole financial planning process down to two, three to four hours." In the UK, that ...

Australia, UK regulators exchange insights

MATTHEW WAI  |  FRIDAY, 26 SEP 2025
The UK and Australia have exchanged information on their respective approaches to financial markets, pension structures, and digital asset advancement at the inaugural UK-Australia Joint Financial Regulatory Forum. The virtual forum was chaired by director ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
The Australian Financial Complaints Authority (AFCA) has reinstated United Global Capital's (UGC) membership until 31 March 2026, to ensure consumers can lodge complaints regarding Shield and First Guardian Master Fund. UGC was expelled from AFCA membership ...

Retirees should put 80% of balance into annuities: Grattan

RIDDHIMA TALWANI  |  THURSDAY, 25 SEP 2025
Grattan Institute has recommended changes to help simplify the superannuation system, including pushing for retirees to place 80% of their super balance into an annuity, possibly offered by the government itself. In its submission to the Treasury consultation ...

RBA says ASX has 'considerable work to do'

ELIZA BAVIN  |  THURSDAY, 25 SEP 2025
... has addressed gaps in its risk appetite statement and strategy to return to risk appetite; ensure its risk transformation plan is appropriately resourced and implement regular reporting on the plan; conduct a review of business continuity and contingency ...