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

Search Results

Showing 271 - 280 of 13213 results for "adviser"

HUB24 advances HTFS Nominees takeover, FUA hits $152bn

KARREN VERGARA  |  TUESDAY, 20 JAN 2026
HUB24 is in the process of acquiring of one of EQT Holdings' trustee business, HTFS Nominees, as the platform reports a bump in funds under administration (FUA) to $152.3 billion. HTFS Nominees became trustee of HUB24 Super in 2020, replacing Diversa ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... managed accounts. The number is set to increase to over 80% in 2026 according to the 2025 Betashares/Investment Trends ETF Adviser Report, which compiled the response from some 1505 financial advisers, expressing their confidence in ETFs. Approximately ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
... diverse range of products available on the superannuation platforms for selection on the personalised advice of a financial adviser made that risk acceptable in the circumstances," the summary read. EQT concluded that "ASIC has not sought compensation ...

Commonwealth Super anticipates advice take-off

MATTHEW WAI  |  MONDAY, 19 JAN 2026
Use of a service that allows hesitant members to dip their toes in to receiving financial advice is expected to almost double in 2026, with 15% seeking intra-fund advice since the inception of its Super Specialist program. Commonwealth Superannuation ...

MWL complainants given $100k in lead decision outcome

MATTHEW WAI  |  MONDAY, 19 JAN 2026
... said. In this case, two people told AFCA they were cold-called to have their super reviewed, while being referred to an adviser from MWL who suggested they set up a self-managed super fund (SMSF). They were instructed to transfer their existing super ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... just a quarter of them have ceased their authorisation. According to Rainmaker Information analysis of the ASIC Financial Adviser Register (FAR), about 458 advisers ceased their authorisation since the beginning of December, including 16 this month. ...

'Generous' UK State Pension reforms to hit expats

KARREN VERGARA  |  FRIDAY, 16 JAN 2026
... will impact many expatriates who are relying on these "generous" payments as an income stream, according to a financial adviser. From 6 April 2026, the UK State Pension rules will effectively abolish the Class 2 voluntary National Insurance Contributions ...

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
... SMSF Association has seen the graduation of the first cohort of specialist advisers under its revamped SMSF Specialist Adviser (SSA) accreditation. A total of 37 participants completed the program. Since its inception, more than 2300 professionals have ...

Fairlight adds Sydney partner

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
Fairlight Capital Partners has appointed a new partner as it continues to tap into the Australian adviser and family office markets. William George joins the employee-owned firm from his role as associate director of The Table Club, an Australian family ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... Abraham earlier worked at Wentworth Securities as head of trading and portfolio management, at Lonsec as an investment adviser and at Morgan Stanley Smith Barney as a financial adviser. Morningstar Australia country leader Chris Galloway said the appointments ...