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

Search Results

Showing 31 - 40 of 13289 results for "adviser"

Federal Court lifts Merhi's travel ban

KARREN VERGARA  |  MONDAY, 13 JUL 2026
Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago. Justice Moshinski lifted the Merhi's travel ban on July 9. The order stated the travel restraint handed down one year ...

KKR injects $400m into Ampol

RIDDHIMA TALWANI  |  MONDAY, 13 JUL 2026
KKR has provided Ampol with $400 million in funding through a subordinated notes facility, to help the energy retailer with its refinancing initiatives. The transaction was supported by KKR's private credit and insurance platforms. KKR partner and ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
... Tubman said. "Our data layer already solved the consolidation problem. The MCP server takes the next step: it lets an adviser simply ask a question and get an answer drawn straight from their own client data, inside the AI tools they're already using. ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
... to help inform significant wealth decisions for their clients." Meanwhile, Granite Bay also welcomed a new investment adviser this month, based in its Brisbane office. Axel Raftos was the senior relationship manager at EWM Group in the past year, bringing ...

FAAA urges insolvency crackdown to curb soaring CSLR costs

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
The Financial Advice Association Australia (FAAA) has called for tougher insolvency rules to prevent "phoenixing" activity. The FAAA said loopholes which shift costs of failed financial advice businesses onto the broader profession through the Compensation ...

Nominations open for the 2026 Power50

STAFF WRITER  |  THURSDAY, 9 JUL 2026
... stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until July 20, Monday. The shortlist will be announced on August ...

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
... operations teams. He will also focus on expanding the wealth advisory capability by strengthening referral networks, enhancing adviser performance and supporting continued growth across the business. He joins the from Ord Minnett where he was state manager ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
Mancell Financial Group (MFG) founder Peter Mancell has retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania. Mancell officially stepped away as an adviser and ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... call for very different plans." Melbourne-based Armstrong spent more than six years at Koda Capital where he was a senior adviser and partner. Before that, he was an adviser at Escala Partners, Akambo Private Wealth and ANZ. "Most wealth firms ask a ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... alongside a platform designed to deliver scale, digital enablement, and a high -quality client experience that supports our adviser clients and their growth." For the new financial year, Heine anticipates the group's funds under administration (FUA) ...