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Showing 71 - 80 of 4061 results for "financial planning"

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
... Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial planning, accounting and mortgage broking businesses across Australia, including existing Evidentia clients. Key members of Encore's ...

Drummond appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
... Australia, respectively. Cooke previously worked at North as a new business sales manager and also at Count and AMP Financial Planning in business development roles. Meanwhile, Grundy arrived from Colonial First State, where he was a business development ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
AZ NGA has taken an undisclosed stake in Adelaide-based accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching a binding agreement, or that any transaction would proceed. Perpetual ...

Financial Standard managing editor wins Journalist of the Year Award

STAFF WRITER  |  TUESDAY, 4 NOV 2025
Financial Standard managing editor Jamie Williamson has won the Australian Financial Industry Awards' Industry Journalist of the Year Award. The annual awards hosted by the Institute of Financial Professionals Australia (IFPA) recognised Williamson ...

Most influential advisers of 2025 revealed

ANGELIQUE MINAS  |  MONDAY, 3 NOV 2025
... list is vetted to a group of 120, readers of the Financial Standard and FS Advice - the Australia Journal of Financial Planning engage in a voting phase which determines the final 50. Financial Standard managing editor Jamie Williamson said: "This year's ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... burden by being "proactive, transparent, and compassionate." "Support services, such as grief counselling or financial planning assistance, can help alleviate some of those pressures. Insurers and advisers should be proactive in offering guidance during ...

Classic 60/40 approach underdelivers for women retirees

JAMIE WILLIAMSON  |  TUESDAY, 14 OCT 2025
... tailored to individual needs and adjust to market conditions are needed, as is greater financial literacy support. Financial planning must address gender-related gaps, it said.

ASIC exposes holes in managed funds' offshoring cyber controls

KARREN VERGARA  |  MONDAY, 13 OCT 2025
Responsible entities (REs) of managed funds lack robust risk management practices when it comes to the cyber and security risks relating to services they offshore, according to ASIC. A review of 30 REs found that more than half or 17 rely on offshore ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
... they offered and their cyber security arrangements. The services typically outsourced to these providers are financial planning, including client data entry and product research, paraplanning, insurance application and document support, and client communication ...