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Showing 71 - 80 of 18432 results for "Plan"

WT Financial takes majority stake in TNT Advisor

RIDDHIMA TALWANI  |  WEDNESDAY, 2 SEP 2026
WT Financial has acquired a 70% stake in paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million. WT Financial managing director Keith Cullen said advice practices increasingly need access to scalable specialist capabilities, including ...

Equity Trustees super exit sparks Hejaz Islamic Super and Pension closure

KARREN VERGARA  |  MONDAY, 31 AUG 2026
Hejaz's Islamic Super and Pension products will be terminated as a fallout from Equity Trustees ditching the superannuation trustee business. The latter, however, says otherwise. Hejaz Islamic Super had 2600 members and more than $98 million in ...

Sequoia revokes dividends, chief financial officer exits

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Sequoia will not pay any dividends in the financial year, revoking interim dividend it had announced earlier in the year of one cent per share, as an adviser exodus puts pressure on its revenue. In addition, the group announced its chief financial officer ...

Acclaim Wealth names chief executive

MATTHEW WAI  |  MONDAY, 31 AUG 2026
... Financial Standard 's query, Acclaim Wealth said ETSL will continue to be the trustee for the business. "Equity Trustees' plan to exit from superannuation trusteeship (via ETSL) is progressing and we understand that they are aiming to complete ...

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... both systems at all times." BillWill is a living register that sits between a client's legal will and their financial plan, capturing the financial, practical and personal detail a family needs when a client loses capacity or dies. BillWill founder ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... 'Well, maybe I want to go to a self-managed super fund (SMSF), or I want to go to an advice practice that can really tailor a plan which is purpose-built for my personal situation and circumstances'." Hackett adds tailored portfolios have now ...

APRA hits 12 super options with failed grade

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
The number of failed investment products nearly doubled in the 2026 APRA superannuation performance test, with BUSSQ being the only industry fund to make the list dominated by retail funds. One MySuper product and 11 trustee-directed products (TDPs) ...

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... planning tool that processes and analyses payslips, account statements and meeting notes and other documents to generate a tax plan within minutes. Vanguard was one of the first backers of the start-up, taking part in a raise that took in US$600 million ...

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 ...

ASIC, APRA urge finance sector to demonstrate AI threat response

VINNY VUCAGO  |  FRIDAY, 28 AUG 2026
ASIC and APRA have called on financial services firms to move beyond awareness of frontier artificial intelligence (AI) risks and demonstrate they can respond to threats unfolding at unprecedented speed. The regulators' warning follows nine industry ...