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

Search Results

Showing 301 - 310 of 4377 results for "Financial Advice"

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
... partnerships." Johnston Grocke brings $3.8 million in new revenue to Count's business and over half (60%) comes from financial advice services, Count said. Once the merger completes in May, Count Adelaide will carry forward the combined business approaching ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... investment strategy once receiving an inheritance, and two in three would be at least somewhat likely to seek financial advice, Fidelity said. Although most said they would seek help from family members, close to two in five said they would consider ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... the aim is to lead consumers into an investment that benefits the firm rather than the client." Singh said the financial advice industry "plays a crucial role as gatekeepers protecting consumers' wealth in and ensuring their financial security". "While ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
Otivo has launched a new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... Management Companies (CSLR and Dixon Advisory) has been deferred from March 27 to July 28 - a four-month delay. The Financial Advice Association Australia's Phil Anderson described the delay as "frustrating" in light of the rising cost of the CSLR ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... fosters growth, innovation, and operational excellence." Founder and managing director Darren Steinhardt said: "The financial advice sector is at a turning point and advisers need a trusted partner who not only understands their unique challenges but ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change." FAAA chief executive ...