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Showing 1 - 10 of 10910 results for "Planning"

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 ...

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

MATTHEW WAI | FRIDAY, 29 MAY 2026

... Anderson said many cases of misconduct stem from control measures inadequately enforced. He provided InterPrac Financial Planning as an example, where misconduct of only a small portion of advisers can be a detriment for the entire business. "There's ...

AFCA puts InterPrac determinations on ice

KARREN VERGARA | FRIDAY, 29 MAY 2026

The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway. For people affected, the pause in determinations mean their complaints ...

More advisers go self-licensed to avoid associative risks

MATTHEW WAI | THURSDAY, 28 MAY 2026

An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

ART appoints two to board

ELIZA BAVIN | TUESDAY, 26 MAY 2026

... appointed, initially as an adviser to the board's Investment and Valuation Oversight Committees, facilitating succession planning for the role of chair of the Investment Committee when current chair and director Mark Burgess retires from the ART board ...

FAAA pushes for 'fundamental' changes to CSLR

KARREN VERGARA | TUESDAY, 26 MAY 2026

The Financial Advice Association of Australia (FAAA) is pushing for "fundamental changes" to how the Compensation Scheme of Last Resort (CSLR) is funded, arguing it would be detrimental to financial advisers and small businesses if it continues in its ...

MPC Markets partners with HeirWealth

VINNY VUCAGO | TUESDAY, 26 MAY 2026

... insurance holdings and collectibles. The portal also includes document storage, wealth calendar functionality and estate planning style features including the ability to record expressions of wishes and share information with family members or advisors. ...

Rodney Forrest re-sentenced for $3m insider trading

ELIZA BAVIN | MONDAY, 25 MAY 2026

... said. Despite the identified error, the court emphasised Forrest's offending remained serious, involving premeditation, planning, a significant breach of trust and a high degree of sophistication, justifying a substantial custodial sentence. "These offences ...

LGT bolsters investment bench

VINNY VUCAGO | MONDAY, 25 MAY 2026

... specialists as wealthy families increasingly seek support that combines investment management with governance and succession planning. LGT Wealth Management chief executive Michael Chisholm said ultra-high-net-worth clients are no longer treating investment ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

... total number of advisers by 10.4% over the 12 months. The five AFSLs attracting the most advisers were Akumin Financial Planning, RI Advice group, Picture Wealth, Consultum and Canaccord Genuity Financial.

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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