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Showing 51 - 60 of 4084 results for "Financial planning"

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... platform will gather, analyse and organise data from an advice practice's existing technology, including emails, financial planning software and apps, to create a central knowledge base of information and insights. Entireti said this knowledge base will ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... four to five years from commencement of study to full registration. "Many universities are delisting onshore financial planning courses due to low enrolments - six courses were discontinued during 2025," Abood added. She also said the pipeline of new ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... Financial Group said it is in "advanced discussions" with an unnamed buyer interested in taking over InterPrac Financial Planning. Updating shareholders on the future of InterPrac, Sequoia said "discussions remain incomplete and there can be no certainty ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... commitment to high-quality, compliant and client-focused advice as well as growth and strategic acquisitions in the financial planning, wealth management and accounting arenas." "His experience in governance, compliance oversight and strategic risk management ...

First Super names acting chief executive

ELIZA BAVIN  |  MONDAY, 16 MAR 2026
... chief executive of the Superannuation Trustee Office for Guild Group, an executive of ESSSuper and the head of financial planning at Bendigo and Adelaide Bank. Everett will lead the fund while the First Super board undertakes a formal recruitment process ...

Interprac sues AFCA over Shield determination

JAMIE WILLIAMSON  |  TUESDAY, 10 MAR 2026
Interprac Financial Planning has commenced Federal Court proceedings against the Australian Financial Complaints Authority (AFCA), believing it has not been treated fairly. Sequoia Financial Group, Interprac's parent company, said the case relates ...

Advice remains profitable for those who prepare: Centurion Market Makers

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
... structured as recurring revenue multiples for practicality. Based on what Centurion Market Makers saw last year, a financial planning business co-located with the buyer can sell for between 2.5x to 3.5x recurring revenue. Meantime, a large financial ...

AFCA reveals outcome of final lead decision

MATTHEW WAI  |  MONDAY, 2 MAR 2026
... Shield and First Guardian, including MWL Financial Services, Financial Services Group Australia, and Interprac Financial Planning.

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... being driven by social media ads, lead generation or third-party influences and not by long-term professional financial planning in their best financial interests. "Healthy competition and choice are long-term features of Australia's super system, but ...

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
... being blacklisted from several platforms, Sequoia Financial Group is now reviewing the viability of InterPrac Financial Planning. Sequoia managing director and chief executive Garry Crole told investors overnight the "negative media attention" surrounding ...