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Showing 1 - 10 of 10954 results for "Planning"

Advisers lean on AQF7 to meet education standards: Rainmaker

MATTHEW WAI  |  FRIDAY, 24 JUL 2026
A new report indicates that Australian Qualifications Framework (AQF) 7 qualifications are the most common forms of qualification among financial advisers, held by 85% of the population. Taking into account the new professional standards reforms, which ...

ASIC bans former NextGen Financial Group directors

KARREN VERGARA  |  FRIDAY, 24 JUL 2026
ASIC banned two former NextGen Financial Group directors from working in financial services for three years for failing to comply with Australian Financial Complaints Authority (AFCA) determinations. Nicholas Duncan Jeremy Brookes and Vittorio Vincenzo ...

Acclaim Wealth makes C-suite appointment in newly created role

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
... range of technology and process improvements across the business. Prior to Acclaim Wealth, West established financial planning and business development experiences at LifePath Financial Planning and Skybridge Financial. Acclaim Wealth chief executive ...

Crole exits Sequoia effective immediately

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
... as the fallout from the Shield and First Guardian master funds and legal action against subsidiary InterPrac Financial Planning rolls on. Crole said his decision is "in the best interests of the company and its stakeholders." He remains a substantial ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
Grab a shopping cart and enter the investment supermarket. The shelves are stacked - an Aussie large-cap fund here, an ETF there, a fixed-income fund somewhere near the back, past the alternatives nobody quite understands. There is an estimated $1 trillion ...

Family businesses turn to external chief executives: Deloitte

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... with more businesses preferring outside professionals to step into the chief executive roles. Family business succession planning and the next generation 2026 noted a shift towards appointing external professionals to the chief executive role after succession ...

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
Count Financial has rebranded Oracle Group as a new retail brand Count Wealth, after announcing the acquisition earlier in the year. The financial advisory firm also expects further cost synergies over the estimate provided earlier. Oracle Group is ...

NGS Super names head of strategy

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... spearhead the development and execution of NGS Super's enterprise-wide strategy, including its long-term business planning, retirement income strategy and major growth initiatives, the super fund said. He will also advise the fund's executive ...

AusFood Super looks to revitalise member engagement

MATTHEW WAI  |  WEDNESDAY, 15 JUL 2026
... understanding how RetireSmart+ works beneath the surface. The sophisticated modelling and calculations that underpin retirement planning have always existed, but for many members they've remained difficult to engage with, leaving valuable retirement ...

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
... build a digital ecosystem platform for advice businesses. For the past year, Lloyd has consulted Entireti on strategic planning, governance and strengthening the group's operating framework. "I've observed the evolution of Entireti with the greatest ...
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