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

Search Results

Showing 291 - 300 of 5650 results for "Financial Adviser"

Younger Aussies want personalised financial advice: CALI

MATTHEW WAI  |  TUESDAY, 22 JUL 2025
New research conducted by the peak body of life insurance indicated close to half of young Australians want financial advice on life insurance, but only one in 10 receive it. The Council of Australian Life Insurers (CALI) said more Australians between ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ...

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
... Australians' retirement money at risk, possibly leading them to invest in higher-risk schemes. According to the Financial Adviser Register, there are only 15,300 advisers left in the sector, which has nearly halved from 26,500 in 2019. CPA Australia ...

ASIC fines advice groups over unregistered advisers

JAMIE WILLIAMSON  |  THURSDAY, 17 JUL 2025
... Skye Money and Smart Financial Capital have both paid fines of $31,300 to ASIC for authorising an unregistered financial adviser to provide personal advice to clients. ASIC said that it acted as it had reasonable grounds to believe both groups had authorised ...

Australian Ethical promotes pair to accelerate growth

MATTHEW WAI  |  WEDNESDAY, 16 JUL 2025
The ethical investment manager has promoted two executives to steer growth across its superannuation and investment management businesses. Maria Loyez has become the group executive of superannuation, while chief investment officer Ludovic Theau will ...

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
... planning expertise." Superannuation funds can play a key role for members who cannot or do not want to engage a financial adviser, the study suggests, but they are limited in their ability to access and use personal information at scale. While super ...

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
HUB24's total funds under administration (FUA) reached a record $136.4 billion at the end of June. Net inflows for the 2025 financial year were $19.8 billion, up 25% annually. Excluding the $4 billion of migrations during the period, net inflows ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal. Trellia will have about $8 billion in funds under management and will operate as a standalone business, of which Betashares will contribute ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Three executives at Platinum Asset Management have departed as the asset manager finalises its merger with L1 Capital. Platinum's head of investment Douglas Isles and head of institutional distribution Charlie Brooks have both exited the business ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator. Matthew Simon Bradley has ceased working in financial services for eight years after ASIC found ...