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

Search Results

Showing 371 - 380 of 5647 results for "Financial adviser"

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 ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network. The educational partnership provides My Dealer Services (MDS) adviser members with the "most up ...

SQM places private credit sector on watch

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
SQM Research has placed the private credit sector on watch, saying it is increasingly encountering red flags when rating offerings. The research house has been covering private credit since 2007. SQM currently rates on some 70 private credit funds across ...

BlackRock rebalance sparks record-high ETF trades on ASX

KARREN VERGARA  |  THURSDAY, 20 MAR 2025
The ASX recorded its biggest-ever ETF market turnover in a day earlier this month, hitting a whopping $2 billion on March 6, largely thanks to BlackRock reducing its equities exposure and shoring up defensive assets within its model portfolios. The ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... with "positive results", reportedly saving up to 30 minutes per meeting using the function. Garden Wealth Group financial adviser Angela Pidd, who participated in the program, described the tool as a "game changer". "North's tool understands the nuances ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Australian wealthtech platform HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... First Guardian, and Anderson. In the same month, the court froze the assets of Ferras Merhi, the principal and financial adviser of Venture Egg Financial Services, for his connection with its investigations concerning certain managed investment schemes ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
Ord Minnett (Ords) has added nine new senior advisers to its ranks - seven from Perpetual and two from FIIG Securities - as part of a broader push to grow its client and adviser base. Former Perpetual partners Malissa Tobias, Mark Heffernan, and Con ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
The Association of Independently Owned Financial Professionals (AIOFP) and the Institute of Financial Professionals Australia (IFPA) have signed a Memorandum of Understanding to enter into a "strategic alliance". IFPA board member Scott Heathwood told ...