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

Search Results

Showing 231 - 240 of 5650 results for "Financial Adviser"

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... just a tool." moneyGPS executive adviser Jason Nyilas describes digital advice as technology that mirrors a financial adviser offering personalised strategy and product recommendations. He adds that financial wellbeing and the role of a coach are critical ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
The Australian Financial Complaints Authority (AFCA) has reinstated United Global Capital's (UGC) membership until 31 March 2026, to ensure consumers can lodge complaints regarding Shield and First Guardian Master Fund. UGC was expelled from AFCA membership ...

Australian Retirement Trust chief executive steps down

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
... part in driving retirement outcomes for those 2.4 million Australians alongside 200,000 employers, union and financial adviser partners," Anderson said. "I'm so proud of the accomplishments of my ART colleagues in my time here. In addition to award-winning ...

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
Colonial First State (CFS) has partnered with MST Financial to create a platform that empowers advisers to deliver better insights to clients. With MST Financial, CFS will debut Sandstone Insights, a premium research platform. This program will equip ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
... reinforcing BT Panorama's position as a flexible, future-ready platform." Meantime, Vanguard Australia head of financial adviser services Rachel White said: "BT Panorama's platform strength combined with Vanguard's investment expertise offers advisers ...

ASIC chair calls it quits

KARREN VERGARA  |  FRIDAY, 19 SEP 2025
... report. Despite receiving record funding since the Hayne Royal Commission, including massive contributions via the financial adviser levy and Compensation Scheme of Last Resort (CSLR), ASIC's effectiveness has come under fire in the wake of the Australian ...

Koda Capital names first partner from career program

STAFF WRITER  |  THURSDAY, 18 SEP 2025
Tom Oryl has been promoted to partner at Koda Capital, making him the first employee to progress through Koda's associate-to-partner pathway program. Oryl joined Koda in 2018 as associate and became an adviser three years later, specialising in ...

ASIC sets sights on 140 advisers

ELIZA BAVIN  |  THURSDAY, 18 SEP 2025
ASIC deputy 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 ...

Private markets, asset class correlations upending 60-40 portfolio

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
The 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 ...