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

Search Results

Showing 21 - 30 of 621 results for "Discretionary"

Product showcase: Strength amid noise

STAFF WRITER  |  FRIDAY, 20 FEB 2026
... discipline by avoiding cyclical sectors. "But what we do focus on are service-based companies. Companies providing a non-discretionary service to their customers, operating with high barriers to entry, ensuring strong recurring revenue across the cycle. ...

ASIC cancels AFSL of Qld securities dealer

MATTHEW WAI  |  MONDAY, 16 FEB 2026
... June 2002. On its website, Pulse Markets said it specialises in ECMs/corporate advisory, derivatives, and managed discretionary accounts, providing "a range of options" for self-managed superannuation funds (SMSF), sophisticated, and institutional investors. ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
... their platform does 80% of the job," the report read. Finura joint managing director Peter Worn said HUB24's discretionary superannuation contributions fund flows has put it in good stead against big super funds like AustralianSuper. "HUB24 put out ...

SEC slams proxy adviser 'oligopoly,' urges AI use

KARREN VERGARA  |  MONDAY, 12 JAN 2026
... business opportunity for proxy advisory firms. Proxy advisers scaled their product offerings from limited-scope, non-discretionary research to today's end-to-end proxy voting 'solutions,' which not only handle the mechanics of the voting process, but ...

Lazard sets up new chief investment role

RIDDHIMA TALWANI  |  WEDNESDAY, 7 JAN 2026
... across our platform to deliver alpha for our clients - elevating our best ideas and sharpening our processes across discretionary and systematic portfolios," Van Nostrand said. "I look forward to partnering with our investors to reinforce the culture ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... assess their financial position less positively than men, including level of savings, ability to meet every day and discretionary needs, and overall financial wellbeing. They also have more unmet advice needs, particularly in areas such as growing superannuation ...

MA Financial secures Queensland shopping district for nearly $700m

MATTHEW WAI  |  TUESDAY, 25 NOV 2025
... land, and is delivering "record" trading performance. The shopping centre is currently 98% leased, anchored by non-discretionary retailers like Coles, Woolworths and ALDI. The transaction follows the firm's acquisition of the Top Ryde City Shopping Centre ...

Advisers may be caught by new AML/CTF reforms: Expert

MATTHEW WAI  |  FRIDAY, 21 NOV 2025
... caught by some new "designated services", which will rigger full compliance with the regime. These include making discretionary decisions, stockbroking activities on clients' behalf, and more. Although this may include a vast majority of advisers ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... distribution, hailing from JBWere where he spent 29 years working in senior roles that culminated in leading the discretionary and managed accounts business. Following the completion, AUSIEX chief executive Patrick Salis told Financial Standard that ...

APRA to continue crackdown on super fund expenditure

ELIZA BAVIN  |  THURSDAY, 13 NOV 2025
... from 14 trustees of varying scale and differing business models, and reviewed thousands of documents relating to discretionary expenditure, including in relation to sponsorships, marketing, conferences, entertainment and related entity spending," she ...