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

Search Results

Showing 411 - 420 of 9798 results for "advisers"

FSC appoints two new directors

ELIZA BAVIN  |  TUESDAY, 16 SEP 2025
... Hartley led NAB's corporate and institutional wealth businesses including Plum Financial Services and JANA Investment Advisers. Hartley previously served on the board of the FSC from December 2021 to July 2023. "The superannuation, financial advice and ...

PPS Mutual appoints new chair

ANGELIQUE MINAS  |  TUESDAY, 16 SEP 2025
... and his executive team to continue building on this success and ensuring that we deliver consistently for Members and advisers into the future." Asher takes on the role as PPS Mutual gains significant momentum in the industry. The company recently surpassed ...

360 Capital receives takeover offer from TT Investments

MATTHEW WAI  |  MONDAY, 15 SEP 2025
... board committee is chaired by non-executive director and deputy chair David van Aanholt, retaining Clayton Utz as legal advisers," 360 Capital Group said on the ASX. The firm said it will provide a Target's Statement in due course, which will include ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
... the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees, 15 financial advisers and several additional shareholders, some of whom have retired but retained equity in the business. It currently has eight ...

FEATURE: Back in action

ELIZA BAVIN  |  FRIDAY, 12 SEP 2025
... that you have with the margin loan." While Saikal-Skea acknowledges there is still inherent risk with this approach, advisers and their clients can also take advantage of a tax loophole. "There's risk there, but that's something that's quite popular ...

CSLR a 'shared responsibility' for all AFCA members: SMSFA

MATTHEW WAI  |  THURSDAY, 11 SEP 2025
... aligns with the Financial Advice Association Australia's (FAAA) suggestion earlier this month, noting that financial advisers should not be expected to pay more than the current $20 million sector cap. The estimate of the CSLR levy was calculated ...

Natixis IM adds distribution leads

KARREN VERGARA  |  WEDNESDAY, 10 SEP 2025
... "extensive expertise in private wealth and his robust network will deepen Natixis IM's connection with Australian advisers and investors, ensuring they have access to our best-of-breed investment managers globally." Santos said he will leverage his ...

Aware Super launches new features for advisers

MATTHEW WAI  |  TUESDAY, 9 SEP 2025
... into their Xplan platform, while clients can authorise transactions through the Aware Super app. Meanwhile, registered advisers can initiate a nomination request via the portal, which clients can approve online, eliminating the need for paperwork. Additionally ...

Latest adviser exam sees 69% pass

MATTHEW WAI  |  MONDAY, 8 SEP 2025
... underperformed, ASIC said. The passing of the Financial Adviser Exam is one of the mandatory measures to be listed in the Financial Advisers Register, which is required by ASIC's imposed qualification standards. The deadline to meet the qualification ...

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
... strategies more accessible to more investors. By offering an active ETF, we're meeting the requests of brokers, financial advisers, SMSFs and mum and dad investors for a more convenient and efficient way to generate regular monthly income from equities ...