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Showing 671 - 680 of 22966 results for "Service"

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
Following the demise of the Shield and First Guardian master funds, regulatory pressure and being blacklisted from several platforms, Sequoia Financial Group is now reviewing the viability of InterPrac Financial Planning. Sequoia managing director and ...

Chalmers releases retirement phase reforms

ELIZA BAVIN  |  TUESDAY, 24 FEB 2026
Treasurer Jim Chalmers has released the Retirement Reporting Framework and Best Practice Principles for superannuation retirement income solutions. "These reforms are all about strengthening the system to deliver the best results for Australians when ...

Zurich Financial Services to acquire ClearView

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
Zurich Financial Services Australia is set to become the new owner of ASX-listed ClearView Wealth. Zurich Financial Services is offering 65 cents for each ClearView share, marking a 22% premium to the last closing the share price on February 23. This ...

A comfortable retirement now costs more than ever

RIDDHIMA TALWANI  |  TUESDAY, 24 FEB 2026
The cost of comfortable retirement for homeowners at age 67 has reached a record high, according to ASFA's latest quarterly Retirement Standard. A comfortable retirement super balance is now $630,000 for singles, up from $595,000. Couples would ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... salaried advice revenue increasing by $1.0m (+24%) reflecting the Brighter Super acquisition and pricing changes aligned to service scope. Cost-to-income ratio also improved slightly from 74% to 71%, attributable to scale and leverage benefits. The group ...

VFMC names chief finance, risk officer

JAMIE WILLIAMSON  |  TUESDAY, 24 FEB 2026
A long serving Bennelong Funds Management executive is taking on the role. Jeff Phillips has been named as chief finance and risk officer at Victorian Funds Management Corporation (VFMC), stepping into the role next month. Phillips is currently chief ...

Blue Owl sells US$1.4bn assets to pension funds

KARREN VERGARA  |  MONDAY, 23 FEB 2026
Blue Owl has liquidated US$1.4 billion worth of assets from several private credit strategies and sold them to four unnamed major pension funds and insurance companies. The redemption includes US$600 million of direct lending investments from Blue Owl ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
LGT Wealth Management has appointed Kaajal Prasad as the new head of family advisory, strengthening its family governance and wealth transfer services for Australian high-net-worth clients. Prasad joins the wealth management firm from KPMG, where she ...

OneVue adviser exits dents Praemium's FUA

KARREN VERGARA  |  MONDAY, 23 FEB 2026
... services revenue marginally decreased from prior corresponding period (PCP) due to a managed client exit from the Scope service," Praemium said. Praemium chief executive Anthony Wamsteker commented: "With the OneVue transition now complete, our focus ...

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
... better and more frequent reporting from SMSF professionals while ramping up scrutiny of the sector, with expectations on service providers increasing. "You need to continue to enforce continual operational discipline, which requires better data," she ...