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Showing 41 - 50 of 11029 results for "Planning"

FAAA pushes to expand NCA to financial advisers

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
Financial Advice Association Australia (FAAA) said it will advocate strongly to expand the scope of the New Class of Advisers' to all financial advisers, which will currently be limited to only superannuation funds and life insurers. The reforms will ...

SMSFA appoints head of professional standards

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
... SMSFA while also serving as head of public practice and SME at CPA Australia. She brings experience across the financial planning and accounting industries. Previously she also worked with the Accounting Professional & Ethical Standards Board (APESB) ...

AUDC supports startup to launch tokenised private credit offering

MATTHEW WAI  |  FRIDAY, 28 AUG 2026
... program, AUDD will also provide technical integration support, assistance with testing and deployment, joint go-to-market planning, and relevant introductions across its ecosystem of institutional participants, treasury operators and real-world-asset ...

Sequoia gives InterPrac sale a second shot

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
... Sequoia Financial Group said it has appointed an independent advisor to undertake a sale process of InterPrac Financial Planning. Sequoia did not name which company it has been engaging with for the potential sale. "This process is at an early stage ...

Half of Australians lack retirement plan: Vanguard

KARREN VERGARA  |  THURSDAY, 27 AUG 2026
... according to Vanguard. The 2026 How Australia Retires report, based on a survey of more than 1800 adults, found retirement planning is not high on Australians' list of priorities despite it being one of the strongest drivers of financial confidence. ...

CBA, Colonial First State settle class action for $249m

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... CBA also settled a financial advice class action in in-principle for $22.5 million relating to Commonwealth Financial Planning (CFP), Financial Wisdom and its life insurance business Colonial Mutual Life Assurance Society (CMLA). Shine Lawyers alleged ...

Phil Anderson to retire at the upcoming FAAA Congress

MATTHEW WAI  |  WEDNESDAY, 26 AUG 2026
... most notable for leading the Association of Financial Advisers (AFA) as chief executive before merging with Financial Planning Association of Australia (FPA) took place in 2023 to form the FAAA. Prior to that, Anderson served in senior roles at AMP ...

Advised clients more satisfied despite heightened costs: Report

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice. According to Russell Investments' annual Value of an Adviser Report, which surveyed almost 1000 Australians ...

AMP North appoints head of strategic growth

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
... financial services giant after two decades. Kirk previously spent 10 years with the group, holding roles within AMP Financial Planning and AMP Adviser Services before departing in 2006. Kirk will lead strategic sales and partnership across North, MyNorth ...

FS Power50 voting opens

VINNY VUCAGO  |  MONDAY, 24 AUG 2026
... platforms to improve financial literacy and awareness. Financial Standard and FS Advice, The Australian Journal of Financial Planning are inviting readers to vote for the advisers they believe best present the values of the Power50 through their leadership ...