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

Search Results

Showing 181 - 190 of 4658 results for "Financial advisers"

3500 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  TUESDAY, 30 SEP 2025
ASIC is urgently calling on financial advisers to review the accuracy of their Financial Adviser Register profile if they intend to continue providing advice into 2026 and beyond. The regulator said, based on current information, some 3459 advisers ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... Shield and First Guardian collapses can access recourse. Anne Street Partners, Nextgen Financial Group, Dover Financial Advisers, Spectrum Wealth, Libertas Financial Planning, and Brite Advisors are also on the list of advice groups where claims against ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
... noted that government is looking into failure at every step of the value chain, including lead generators, financial advisers, superannuation trustees, auditors, managed investment schemes and research houses. This, despite the government opting to drop ...

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
... tools, facilitating more efficient delivery of insights and greater value to clients. Through the new platform, financial advisers will be able to create personalised watchlists with alerts; view comprehensive company ratings with monthly updates; receive ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
... management," Hagopian told the BGA's M&A Symposium this morning. Providing a snapshot of the number of financial advisers, Hagopian counted 16,000 SEC-registered investment advisers; the RIA industry has US$144.6 trillion in AUM; and Australia has ...

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
... in partnership with Vanguard Investments Australia. Available from October, the menu is designed to assist financial advisers in delivering scalable, cost-effective platform solutions to clients with simpler investment needs. This includes people beginning ...

ASIC chair calls it quits

KARREN VERGARA  |  FRIDAY, 19 SEP 2025
... First Guardian and Shield have lost more than $1 billion in investors' money. ASIC has since banned several financial advisers and frozen assets of directors, such as Ferras Merhi. "We have doubled the number of new financial advice-related investigations ...

Koda Capital names first partner from career program

STAFF WRITER  |  THURSDAY, 18 SEP 2025
... each adviser looks after 40 clients, on average, according to client statistics on its website. Last May, five financial advisers from JB Were joined the company.

ASIC sets sights on 140 advisers

ELIZA BAVIN  |  THURSDAY, 18 SEP 2025
... commissioner Sarah Court told a parliamentary committee this morning that the regulator has identified around 140 financial advisers who were involved in super switching misconduct relating or similar to Shield and First Guardian. "We had a paper at ...

Private markets, asset class correlations upending 60-40 portfolio

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
... rise of private markets and increasing intra- and inter-fund correlation among asset classes should prompt financial advisers to rethink the traditional 60-40 portfolio. This is according to CI Global Asset Management head of fixed income and private ...