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

Search Results

Showing 391 - 400 of 10501 results for "advice"

Super funds lagging RIC obligations: Pulse Check

ELIZA BAVIN  |  WEDNESDAY, 26 NOV 2025
... retirement. Lastly, the report called for funds to start providing a range of retirement products, guidance and access to advice and services that collectively accommodate members' diverse needs and preferences and provide scope for members to tailor ...

DC funds "leaving member money on the table": Report

ANGELIQUE MINAS  |  WEDNESDAY, 26 NOV 2025
... financial literacy on people, so they struggle to know quite how to deal with choices," Urwin said. While some funds include advice platforms, for most DC organisations globally this option is too costly. "The other [approach] is that you create a form ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... which is under an ASIC investigation, and will offload its retail client book for $1.65 million to an undisclosed financial advice practice. At the annual general meeting last week, Clime chair John Abernethy announced the closure of the Clime Australian ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... described the program as a step in the right direction to addressing the prolific demand and supply challenges of the financial advice profession; an issue which requires greater attention from all stakeholders including government, tertiary education ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... bespoke wealth management solutions, including personalised investment strategies, tax and estate planning, second-generation advice, philanthropy, and private client advisory services. "We are thrilled to welcome Garth and Cathy to the Mason Stevens ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... high-net-worth (HNW) population continues to grow but so do risks related to their investments, as over a quarter now seek advice due to shifted priorities and a focus on private markets. LGT Wealth Management's 2025 State of Wealth report indicated ...

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
... survey finds. Advisers on average have increased the number of clients served from 110 last year to currently 112, the 2025 Advice Practice Profitability Report shows, after canvassing 515 advisers and support staff. Ideally, though, they want to serve ...

PPS Mutual appoints head of distribution

KARREN VERGARA  |  MONDAY, 24 NOV 2025
... inception, it has been incredibly rewarding to see the mutual model thrive and make a tangible difference to our members and the advice community. I am proud to pass the baton to Daniel, who brings the right mix of experience, energy, and alignment with ...

APRA-regulated funds should not pay CSLR special levy: SMC

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... Australians to contribute. The FY26 special levy is $47.3 million, and the estimated levy to be payable by the financial advice industry in FY27 is more than doubled ($126.9 million) - but that doesn't account for First Guardian and Shield. The Financial ...

AMP launches new digital financial advice tools

ANGELIQUE MINAS  |  FRIDAY, 21 NOV 2025
AMP has launched a series of new digital advice solutions to provide members with personalised retirement plans. The recent enhancements include streamlined access to three new retirement sub-journeys and a retirement planner. Through the new digital ...