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

Search Results

Showing 171 - 180 of 2830 results for "Advisory"

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... private-label SMAs tailored to serve specific client needs. Currently Salita offers portfolio solutions and investment advisory services to several businesses under the Entireti network, representing $5 billion in funds under management. Entireti managing ...

Centuria Bass names new chief executive

RIDDHIMA TALWANI  |  TUESDAY, 30 SEP 2025
... director of funds and distribution. In his previous roles he worked across investment management, private equity, corporate advisory and corporate strategy. Giffin and Gottlieb will lead the business as it plans to expand through a listed investment ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... has made 551 payments totalling $54 million since it began operating, some 291 of which were made in relation to Dixon Advisory. The overwhelming majority of payments relate to personal financial advice, with close to $37 million so far paid to Dixon ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
... despite the government opting to drop its planned inquiry into the collapse of wealth management firms, namely Dixon Advisory. ASIC's investigation into UGC had found it advised prospective clients to establish SMSFs and invest into speculative schemes ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those vying for the FAAA Adviser of the Year Award are Nikki Booth from My Wealth Solutions, Adam Lai of Green ...

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
... partnership launched VistaOne in the Asia Pacific region. The new product - S64 VistaOne AUT - will launch to local wealth advisory platforms, wholesale and advised retail investors in early 2026. Vista Equity Partners has US$100 billion in assets, targeting ...

Munro Partners adds institutional sales lead in Canada

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
... in a way that supports clients' long-term objectives." Munro has operated in Canada since 2018, largely through a sub-advisory relationship with a Canadian asset manager. Munro Partners chief executive and founding partners Ronald Calvert said the appointment ...

National decline in retirement confidence: AMP

ANGELIQUE MINAS  |  MONDAY, 22 SEP 2025
... the superannuation industry." Informed by their recent research, AMP has created the Retirement Confidence Hub with an advisory committee of industry experts to bridge insights with practical industry application. Retirement Confidence Hub chair Ben ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
... Berkshire Global Advisors (BGA). Bomy Hagopian, a partner and head of wealth management at BGA, says in 2016, the global advisory firm registered 43 wealth management US-centric transactions. "Fast forward to 2021, we had 245 transactions. Based on the ...

Koda Capital names first partner from career program

STAFF WRITER  |  THURSDAY, 18 SEP 2025
... became an adviser three years later, specialising in providing comprehensive investment, family office, and philanthropic advisory services to the group's high-net-worth clients. "This is a special milestone. Tom is the first employee to have progressed ...