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

Search Results

Showing 541 - 550 of 10426 results for "advice"

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... "Joining Padua presents an exciting opportunity to further enhance how our data insights drive positive outcomes in financial advice and financial services," Williams said. "Together, we will continue innovating to deliver unparalleled value and insights ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... investments, portfolio design and implementation support. This is in addition to providing practice management services to advice firms, consulting on matters such as succession planning, client engagement and intergenerational wealth strategies. The ...

Rainmaker names new executive director of research

ELIZA BAVIN  |  MONDAY, 14 JUL 2025
... "His appointment highlights our commitment to delivering superior industry-based research across superannuation, financial advice and investment management while strengthening our strategic engagement with our research clients." Speaking on his appointment ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... clarity to everything she does," Roga added. For his part, Burton arrives with over 25 years of leadership in financial advice, private banking, and wealth strategy. He joins from Lonsec where he was head of sales. Burton has held senior roles at MLC ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... co-chief executive Selvarajah said the wealth manager's focus remains on delivering high-value, client-centric wealth advice. "By partnering with a specialist provider like Praemium for administration, we're able to free up our team to do what ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... Financial Services from 11 October 2017 to 27 December 2021, and from 28 March 2022. ASIC found that Bradley's Statements of Advice (SoA) to certain clients included false and misleading statements that implied clients would enjoy better returns if their ...

Licensee compliance head banned over fees for no service

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
The former head of compliance at a now defunct advice licensee has been banned for three years over the way he dealt with an adviser's fees for no service misconduct. Former Crown Wealth Group director and head of compliance Andrew Moore has been banned ...

Insignia finalises 1300 staff transfer to SS&C

KARREN VERGARA  |  MONDAY, 7 JUL 2025
... retain functions such as claims, complaints, product development, relationship management, marketing, member education and advice and guidance. The move follows Insignia severing ties with NAB last November, which meant ceasing the use of the bank's ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show. ASIC's Cost Recovery Implementation Statement (CRIS) report shows that advisers who provide personal ...

Profile Financial Services names new chief, chair

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... focused innovation, Profile said. Most recently, Dooley served as chief executive of Much More Than Money. The financial advice firm said the appointment underscores its commitment to enhancing its client-centric approach and accelerating its growth ...