The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 141 - 150 of 5643 results for "Financial Adviser"

Why a single insto client is a massive business risk

KARREN VERGARA | TUESDAY, 16 DEC 2025

The closures of several active fund managers following the loss of a major mandate has underscored the importance of having a diversified client base, as one $2.2 billion manager warns this has become a substantial business risk. This year alone saw ...

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA | TUESDAY, 16 DEC 2025

Sequoia Financial Group's embattled licensee and adviser services division flagged it is currently making healthy earnings but expects to take a hit from the First Guardian Master Fund and Shield Master Fund debacle. The unit, which is embroiled in ...

Praemium acquires Technotia Laboratories

ANGELIQUE MINAS | MONDAY, 15 DEC 2025

Praemium will buy advanced technology, and computing machinery and intelligence (CM&I) specialist Technotia Laboratories. Under the deal, Praemium will acquire 9,047,045 ordinary Technotia Laboratories shares at $0.829 per share, bringing the total ...

Mulino looks to reform CSLR

ELIZA BAVIN | THURSDAY, 11 DEC 2025

After holding a roundtable discussion yesterday, Minister for Financial Services Daniel Mulino says all consumer-facing sub-sectors within the financial services sector, and all 23 retail-facing sub-sectors will foot the $47.3 million CSLR special levy. ...

AMP to pay $29m to settle class action

RIDDHIMA TALWANI | THURSDAY, 11 DEC 2025

AMP has settled a class action brought by Shine Lawyers in 2020, which claimed the firm's financial advisers breached their fiduciary and statutory duties to an estimated 100,000 clients. The AMP commissions and insurance class action was commenced ...

68% pass financial adviser exam: ASIC

KARREN VERGARA | MONDAY, 8 DEC 2025

Some 68% of candidates who sat the November sitting of the financial adviser exam passed, ASIC's results show. A total of 308 candidates undertook the exam, with 208 passing with flying colours. About three-quarters (75.6%) sat the exam for the first ...

EWM to buy three advice firms

ANGELIQUE MINAS | MONDAY, 8 DEC 2025

... and Wealthmed, located on the Sunshine Coast. In support of the new partnerships, MTP Financial partner and financial adviser Anthony Menico described the merger as improving efficiency and delivering cost synergies. "This merger benefits us all in achieving ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN | MONDAY, 8 DEC 2025

Datt Capital has expanded access to its high conviction small cap strategy, launching the Datt Capital Small Companies Fund Class B, a retail friendly version of its previously wholesale-only fund. The original Small Companies Fund, launched in 2023 ...

Shield proposes to liquidate equities to pay investors

KARREN VERGARA | WEDNESDAY, 3 DEC 2025

The Shield Master Fund (SMF) is expected to make a distribution to victims by selling a large portion of its listed equities portfolio, according to liquidators Alvarez & Marsal. Keystone Asset Management, which is the responsible entity for the Shield ...

Super funds most relied upon for advice: Survey

MATTHEW WAI | WEDNESDAY, 3 DEC 2025

Australians continue to seek advice from their super funds but struggle to know exactly when they can retire, an MFS Investment Management survey found. The 2025 MFS Global Retirement Survey - studying some 1000 participants across Australia, Canada ...

PAGE:

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.

Videos

Brought to you by

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

Follow the leaders

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

The market has changed. The opportunity hasn't.

Maintaining a fundamental focus in a world obsessed with the short term

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE