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Showing 591 - 600 of 18240 results for "Plan"

Iress deputy chief made redundant, takeover talks confirmed

KARREN VERGARA  |  MONDAY, 11 AUG 2025
Iress has made the role of deputy chief executive redundant as it confirms it is in takeover talks with private equity firms Blackstone and Thoma Bravo. The ASX-listed company this morning announced that deputy chief executive Harry Mitchell will exit ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
Financial advice businesses have an estimated $1.1 million valuation gap, a new survey from Colonial First State (CFS) shows, as most advisers are not prepared for the planned and unplanned sale of their practices. The Hidden Value Report, produced ...

Trump signs order to open 401(k)s to private markets

JAMIE WILLIAMSON  |  FRIDAY, 8 AUG 2025
... world. In May, the administration rescinded Department of Labor guidance issued in 2022 by the Biden administration urging plan fiduciaries to exercise "extreme care" before adding cryptocurrencies to investment menus. That warning was labelled as "overreach" ...

InterPrac hit with $22m in AFCA complaints

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
Sequoia Financial Group's InterPrac Financial Planning is facing $22 million worth of complaints lodged with the Australian Financial Complaints Authority (AFCA) for its advisers' role in the collapse of the Shield Master Fund and First Guardian ...

Treasury launches retirement phase consultations

KARREN VERGARA  |  FRIDAY, 8 AUG 2025
Treasury has launched two consultations relating to the retirement phase, one of which seeks the right metrics and indicators to create transparency and improve retirement outcomes. The proposed Retirement Reporting Framework will require trustees to ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
The joint venture between WT Financial (WTL) and Merchant Wealth - Investco - has announced a fresh acquisition and the establishment of its second "Hubco". Titan Advice Group (TAG) - which was formed as the first Hubco in April - has announced the ...

Geopolitics, private credit force insurers to 'shift gears': Janus Henderson

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... Australian Insurance Report captures insights from 20 insurance firms, revealing an increased appetite towards risk as 47% plan to increase investment portfolio risk in the next 12 months. The report also found that although strong returns remain the ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
The Financial Advice Association Australia (FAAA) is looking to expand its Approved Specialisations Program, urging eligible education providers to sign up. The program has historically included specialisations in aged care, life risk and the Fellow ...

APRA slaps $5.5m capital penalty on KeyInvest

MATTHEW WAI  |  TUESDAY, 5 AUG 2025
... operational risk capital add-on, as well as additional licence conditions requiring KeyInvest to design and implement remediation plan addressing the review's recommendations. APRA is also anticipating a board renewal plan from the life insurer. ...

PC outlines key reforms to boost clean energy investment

ELIZA BAVIN  |  TUESDAY, 5 AUG 2025
The Productivity Commission (PC) has published an interim report setting out key reforms to investing in cheaper, cleaner energy and the net zero transition. The PC said Australia needs to address the gaps and overlaps in emissions reduction incentives ...