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

Search Results

Showing 181 - 190 of 13463 results for "Adviser"

Fight between SMC and FSC on super rages on

RIDDHIMA TALWANI  |  WEDNESDAY, 22 JUL 2026
... The SMC also stated FSC's asserted financial benefits of platforms exclude the cost of advice, while having an ongoing adviser is an inherent requirement for most consumers invested on super platforms. "Rather than switching to more complex and costly ...

Crole exits Sequoia effective immediately

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
Garry Crole is exiting Sequoia Financial Group as chief executive effective immediately as the fallout from the Shield and First Guardian master funds and legal action against subsidiary InterPrac Financial Planning rolls on. Crole said his decision ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... from the previous corresponding period - and portfolio numbers increased to 12,793 (up 33.7%) in the same period. It said adviser demand remained resilient, highlighted through its targeted high-net-worth (HNW) segment, which has supported underlying ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... that already exist. AMP group executive for platforms Edwina Maloney says platforms play an important role in providing adviser-led access to a broad investment choices, and that role remains critical given the differing needs of Australians. AMP's ...

HUB24 FUA soars over $164bn

MATTHEW WAI  |  TUESDAY, 21 JUL 2026
HUB24 performed soundly in the quarter ending 30 June 2026, with total funds under administration (FUA) increasing 20% from the previous corresponding period to $164.3 billion. The total FUA comprised platform FUA of $139.5 billion (up 24%) and portfolio ...

Perpetual rejects another EQT AB bid

KARREN VERGARA  |  MONDAY, 20 JUL 2026
Perpetual has rejected another takeover offer from EQT AB, saying it does not adequately represent the fair value of the company. Swedish private equity giant EQT AB's latest offer of $22.07 was shot down after Perpetual "carefully considered the ...

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
A pair of Remara directors, along with an iPartners private credit specialist, have joined forces to launch a new alternative investment firm, targeting an underserved segment across the private credit market. Timothy Wilson, Blake Velkovski and Haim ...

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
Count Financial has rebranded Oracle Group as a new retail brand Count Wealth, after announcing the acquisition earlier in the year. The financial advisory firm also expects further cost synergies over the estimate provided earlier. Oracle Group is ...

FSCP bans adviser over client advice failures

VINNY VUCAGO  |  MONDAY, 20 JUL 2026
The Financial Services Credit Panel (FSCP) has cancelled the registration of financial adviser Peter Morrison-Dowd and banned him from providing personal advice to retail clients until at least September 2027 after finding multiple breaches of his legal ...

Brighter Super hires legal chief from crisis-hit Corporate Travel

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
... to strengthen the organisation and deliver on our strategy." Brighter Super added Sorrenson is recognised as a trusted adviser to boards and executive teams, with comprehensive expertise in governance, regulatory compliance and legal risk management. ...