Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1191 - 1200 of 13238 results for "adviser"

Koda Capital poaches five JBWere advisers

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
... Melbourne. Simon Talbot spent more than 23 years at NAB's JBWere where he was most recently a director and senior wealth adviser. Elizabeth Watson joins Sydney-based Koda as a partner and adviser after spending eight years at JBWere. Caitlin Laffey ...

Former Queensland adviser struck off permanently

ANDREW MCKEAN  |  WEDNESDAY, 29 MAY 2024
Former Sunshine Coast financial adviser Brett Gordon has been permanently banned from providing financial services and engaging in credit activities following his conviction for fraud offences last month. This prohibition extends to any role within ...

T. Rowe Price hires to strengthen adviser relationships

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
T. Rowe Price has announced the appointment of Camilla Banasiak as relationship manager to grow its financial adviser client base in New South Wales. In the role, Banasiak will be a key member of the firm's Australian intermediary team to identify suitable ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... Corporate Trust, for about $4.5 million. At that time, it had 103 active advisers. As of last Thursday, the ASIC Financial Adviser Register shows it has 61. Once they transition, Infocus will be home to more than 210 advisers. Infocus will have some ...

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
Insignia Financial has confirmed its head of research and retirement income is set to leave the business as part of an ongoing wider change. The ASX-listed wealth giant confirmed Matt Olsen will exit at the end of June. In a statement to Financial Standard ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming from 8750 Ensombl members who deliberated among themselves about best-practice solutions reveals their ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
ASIC slapped a three-year ban on a former Life Plan FP financial adviser for failing to act in the best interests of clients and not being able to maintain "high standards". Gawad Nabi, who served as an authorised representative of Hobart-based Life ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...

Major themes to watch in the ETF space

ELIZA BAVIN  |  THURSDAY, 23 MAY 2024
ETFs are set to see a surge in interest around gold, artificial intelligence (AI) and infrastructure listings, according to experts speaking at the inaugural Financial Standard Future Investing Forum this morning. Global X chief executive Evan Metcalf ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... according to a Vanguard/Investment Trends report. The number of SMSFs without advisers is at an all-time high of 475,000. Adviser use has dropped to an all-time low of 140,000 in 2024, down from 160,000 in 2023 and 205,000 in 2019.This decline comes ...