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

Search Results

Showing 501 - 510 of 13302 results for "adviser"

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... appreciate that the infrastructure, capability and expertise that are required to run money can't be insourced to the same adviser who's running 150 clients," he stressed. However, with exposure to the US and overseas, Akiki identified that Australian ...

JANA bolsters senior team with three key appointments

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
JANA Investment Advisers has announced a series of senior appointments, expanding its senior leadership across infrastructure, alternatives, and sustainability. The asset consultant has appointed John Xu as head of infrastructure, Chris McAvoy as head ...

Super moves: AusSuper, Aware, MLC, JANA, VFMC

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
Major players in alternatives and real assets are reshuffling their ranks, with asset consultants, super funds and investment managers all announcing new hires and promotions. AustralianSuper confirmed that head of mid-risk portfolios Jason Peasley ...

ASIC bans adviser attached to UGC, MWL

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
ASIC has banned Melbourne-based financial adviser Jovan Videkanic from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

Complaints still too high: AFCA annual review

ANGELIQUE MINAS  |  THURSDAY, 23 OCT 2025
The Australian Financial Complaints Authority's (AFCA) annual review shows that in FY25, and for the second consecutive year, more than 100,000 complaints were lodged. In investments and advice, large scale collapses in the financial advice industry ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
Insignia Financial delivered a strong first quarter for FY26, with funds under management and administration now exceeding $340 billion. Over the period, the business saw total net inflows of $1.0 billion, driven by $1.3 billion of net inflows into ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... of consuming capital in retirement." A secret weapon These are sentiments echoed by John Manserra, a senior financial adviser and director at Geelong-based Apex Advice. Manserra's client base are unlikely to be described as 'high-net-worth individuals' ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... may investigate the original application for misrepresentation," he adds. However, Viridian Advisory senior financial adviser Shaun Au notes that most super funds aim to process claims within two to six months from notification of death, and further ...

Adviser banned after $11.3m loss

ELIZA BAVIN  |  WEDNESDAY, 22 OCT 2025
ASIC confirmed it permanently banned WA-based adviser Noel Northcott in April, over concerns it had around Northcott's involvement in the Noon Investment Fund and the Quant Fund, after a ruling by Administrative Review Tribunal (ART) allowed the regulator ...

ASIC slaps MWL adviser with ban over Shield involvement

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... eight years. Spooner's ban has been recorded on the Banned and Disqualified Register. He is just the latest MWL financial adviser to be banned, following the earlier suspension of four advisers in July. On August 25, ASIC cancelled MWL's Australian financial ...