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

Search Results

Showing 111 - 120 of 4015 results for "Personal"

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... Jacobs as chief executive, the new entity will provide financial advice spanning superannuation, retirement planning, personal insurance and mortgage broking, and will specialise in corporate super. AZ NGA executive general manager Chesne Stafford described ...

HESTA's admin move results in extra licence conditions

JAMIE WILLIAMSON  |  THURSDAY, 11 DEC 2025
APRA is imposing additional licence conditions on HESTA, finding it was inadequately prepared to effectively oversee and manage its recent administrator change. Earlier this year, HESTA switched administration providers, transitioning from MUFG to GROW ...

Mulino taps super sector to help pay CSLR special levy

ELIZA BAVIN  |  WEDNESDAY, 10 DEC 2025
... regulatory effect. Under this approach the primary sub sectors contributing to the levy would be licensees that provide personal advice on relevant financial products to retail clients (22%), credit providers (15.3%), responsible entities (13.7%), superannuation ...

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI  |  TUESDAY, 9 DEC 2025
JBWere's clients are now provided with customised insights on the risk and return characteristics of their investment portfolios through BlackRock's comprehensive analytic platform, Aladdin Wealth. The partnership marks the first Australian bank or ...

Preparing earlier boosts average super balance by over $250k: Brighter Super

MATTHEW WAI  |  FRIDAY, 5 DEC 2025
... that demand for advice from super funds is strong; this was reflected in an MFS Investment Management report this week. Personal financial advice is their top request for the second year in a row for retirees, it said. However, despite improving results ...

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
... pathway. However, the balance - 2326 advisers - have yet to meet the qualifications standard required to continue providing personal financial advice from 1 January 2026. Of these, 836 may be eligible for the experienced provider pathway but their licensee ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... asset manager, Capital Haus said. Both Baker Young and Capital Haus' existing clients will continue to work with the same personal advisers and service model. A new service for ultra-high-net-worth (UHNW) clients, Baker Young Private, will also be launched ...

Super funds lagging RIC obligations: Pulse Check

ELIZA BAVIN  |  WEDNESDAY, 26 NOV 2025
ASIC and APRA have released the findings of the 2025 Pulse Check on retirement income covenant (RIC) implementation, painting a fairly dire picture of how super funds are understanding and meeting member needs. While the regulators said some improvements ...

CalSTRS secures US$190m settlement against Meta

JAMIE WILLIAMSON  |  TUESDAY, 25 NOV 2025
... was filed following the Cambridge Analytica scandal. Cambridge Analytica accessed tens of millions of Facebook users' personal data to target messages on behalf of its clients throughout the 2016 US Presidential election. CalSTRS was the co-lead plaintiff ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... streamline high quality graduates and job seekers into the Entireti's network of member firms, including Akumin, Fortnum and Personal Financial Services (PFS). The collaboration also leverages Striver's technology platform which features a range of education ...