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Showing 51 - 60 of 11029 results for "Planning"

First Guardian victims advance in case against InterPrac

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Two victims of the First Guardian Master Fund linked to InterPrac Financial Planning, who collectively lost $465,000, have won a small victory in the Federal Court. Justice Beach on August 13 ordered InterPrac to pay the sums, which were calculated ...

Qualitas seizes on private credit shift to Europe

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
... US market volatility, the move is also based on Qualitas citing research showing that 79% of institutional investors planning a private credit commitment intend to invest in only one fund. "Institutional allocators are consolidating around established ...

Frontier Advisers brings Segal Macro, LCP partnership to close

RIDDHIMA TALWANI  |  THURSDAY, 20 AUG 2026
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership. Established in 2013 between Frontier Advisors and Segal Rogerscasey ...

Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) ...

Mulino unveils sweeping reforms to cold calling, MISs

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
The government will enforce sweeping reforms around cold calling, predatory superannuation switching and managed investment schemes (MISs) in the wake of the Shield and First Guardian Master Fund collapses, which lost an estimated $1 billion in retirement ...

New investment governance provider for AFSL launches

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
A new investment governance service provider has opened its doors for small to medium-sized Australia financial services licence (AFSL) holders to enhance and strengthen their governance frameworks. Founded by three former Russell Investments directors ...

Iress bets on AI as business transformation moves forward

KARREN VERGARA  |  MONDAY, 17 AUG 2026
Iress is shifting its focus from business simplification to executing an ambitious artificial intelligence (AI)-driven product strategy that will help financial advisers slash work processes by nearly 40%. Speaking following the release of Iress' first-half ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
... non-recurring item, the group has maintained positive momentum across all three operating segments, including financial planning, platform administration and funds management. Funds under management, advice and administration surged over $1 billion to ...

FEATURE: Cryptocurrency, control and confidence

VINNY VUCAGO  |  SATURDAY, 15 AUG 2026
... did for previous generations. Those structural pressures are reshaping not only investment preferences but retirement planning itself. Industry participants say the demographic profile for SMSFs is changing rapidly. Speaking at the digital economy conference ...

DASH appoints new chief executive

KARREN VERGARA  |  WEDNESDAY, 12 AUG 2026
... Glenn onboard to lead DASH on our journey to develop a new advice model that gives Australians access to the financial planning and investment administration services they need," Lloyd said. "Glenn has worked in both mature and start-up businesses in ...