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

Search Results

Showing 281 - 290 of 13206 results for "Adviser"

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... investment processes," Satur said. "As demand for investment consulting services continues to grow, his understanding of adviser needs, platform integration and governance will be invaluable as we help clients build robust, future-proof investment frameworks." ...

M&A activity falls to two-year lows: LSEG

MATTHEW WAI  |  WEDNESDAY, 7 JAN 2026
... compared to last year. Notably, Goldman Sachs advised on US$26.2 billion ($38.9bn) in deals, and was named the top financial adviser, capturing 25.86% market share.

Temasek joins consortium to acquire Clearwater Analytics

KARREN VERGARA  |  TUESDAY, 6 JAN 2026
Temasek has joined a private equity consortium that will acquire Clearwater Analytics for US$8.4 billion ($12.5bn). The consortium led by private equity firms Permira and Warburg Pincus is offering US$24.55 per share for the NYSE-listed software company ...

Adviser of MWL, UGC banned for seven years

MATTHEW WAI  |  MONDAY, 22 DEC 2025
Melbourne-based financial adviser Louis Van Coppenhagen has been banned from providing financial services for seven years over a series of misconduct when he was an authorised representative of MWL Financial Services (MWL) and United Global Capital ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
Drummond Capital Partners has expanded its private markets offering to retail investors, available on BT Panorama through IDPS and superannuation. The firm has also launched a new private income portfolio designed to support retirement income. The Drummond ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... portfolio, AZ NGA initially gained a minority interest in Edge Advisory Partners, led by managing director and financial adviser Shaun McWilliam. This month, it increased its stake in Edge Advisory Partners and partnered with Coastline Advice, led by ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
... can collectively charge for. However, despite the wait, some elements of the expected reforms were missing. 5. ASIC bans adviser fraudster found with child abuse material A Brisbane-based financial adviser was banned after being found guilty of stealing ...

AMP upgrades North

ANGELIQUE MINAS  |  WEDNESDAY, 17 DEC 2025
... deliver greater efficiency when engaging with clients. AMP group executive and platforms director Edwina Maloney and head of adviser experience and digital Peter Batsakis said the new kind technology functions to address an industry need to support advisers ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
The closures of several active fund managers following the loss of a major mandate has underscored the importance of having a diversified client base, as one $2.2 billion manager warns this has become a substantial business risk. This year alone saw ...

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
Sequoia Financial Group's embattled licensee and adviser services division flagged it is currently making healthy earnings but expects to take a hit from the First Guardian Master Fund and Shield Master Fund debacle. The unit, which is embroiled in ...