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

Search Results

Showing 431 - 440 of 9814 results for "Advisers"

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 ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
Research and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says. According to its 2025 Adviser Product and Marketing Needs Report, which ...

CFS, Wellington Management team up on new fund

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
... making them a valuable addition for investors seeking long-term growth and diversification. "The fund offers financial advisers and the clients they support access to a vast investment universe, where fundamental research can identify quality companies ...

Equity Trustees defies ASIC Shield Master Fund allegations

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... provided efficiently, honestly and fairly. ETS also allegedly increased exposure to Shield by members and their financial advisers on a superannuation platform. EQT managing director Mick O'Brien said: "The ETSL Board is committed to acting in members' ...

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... as a beneficial productivity tool that boosts efficiency and enables accuracy. Where it is adding big value for many advisers is in file-noting thanks to a proliferation of AI-powered apps. "Anytime we talk with a client, we have to make a detailed file ...