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Showing 1 - 10 of 18219 results for "Plan"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | FRIDAY, 5 JUN 2026

Count Financial has reportedly wound up its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows ...

TAL appoints two new board members

MATTHEW WAI | FRIDAY, 5 JUN 2026

TAL has welcomed two new independent non-executive directors to its board. Angela Mentis and Akifumi Kai have been named the new independent non-executive directors. TAL also acknowledged the retirement of Christine Bartlett from the board, following ...

Family office succession takes back seat to investments

KARREN VERGARA | FRIDAY, 5 JUN 2026

... found, however, that activities tied closely to family dynamics show a different pattern. Only a minority have a succession plan for the family office itself or a structured approach to preparing the next generation for future roles and responsibilities. ...

ART to employ more First Nations members into its workforce

MATTHEW WAI | WEDNESDAY, 3 JUN 2026

Australian Retirement Trust (ART) has launched its second Innovate Reconciliation Action Plan (RAP), highlighting initiatives the super fund will complete by the end of 2028, including setting up a First Nations workforce target. The Innovate RAP builds ...

Rest appoints head of CIO office

RIDDHIMA TALWANI | TUESDAY, 2 JUN 2026

... its new head of CIO office. Clancy said Moser will support the development and execution of the investments team's business plan and manage a range of team-wide functions. "Andy brings deep expertise, a practical mindset and a collaborative leadership ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA | MONDAY, 1 JUN 2026

Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint ...

FEATURE | Emerging markets: Twists and turns

KARREN VERGARA | FRIDAY, 29 MAY 2026

... year, off the back of US President Donald Trump's Liberation Day tariffs and in formulating their ASEAN's five-year plan, the member countries came together to do something unprecedented. "For the first time, we decided to leave our swords at ...

Natixis IM country head exits to lead Evidentia Group

VINNY VUCAGO | FRIDAY, 29 MAY 2026

... replacing Michael Wright, who will transition into the role of chair as part of the managed accounts provider's succession plan. Wright will succeed Peter Smith as chair, with Smith remaining involved as founder, Evidentia Group board member, and as ...

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI | FRIDAY, 29 MAY 2026

The Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences. Breaking down licensees' ...

APRA slaps additional licence conditions on HTFS Nominees

KARREN VERGARA | FRIDAY, 29 MAY 2026

... investment menus and governance frameworks, including conflicts and member outcomes. It must develop and implement an uplift plan to identify gaps and assure APRA that issues are fixed and operating effectively to address such deficiencies. HTFS must ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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