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

Search Results

Showing 581 - 590 of 9471 results for "Advice 2.0"

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
The government has dumped the inquiry into wealth management companies that would have dissected the collapse of firms like Dixon Advisory and the impact on the Compensation Scheme of Last Resort (CSLR). In September 2024, the government referred the ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
Russell Investments' annual report on the value of financial advice shows ability to trust remains the core expectation when seeking advice. The 2025 Value of an Adviser Report, surveying some 700 Australian investors (advised and unadvised) and nearly ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
... ensure advisers provided appropriate advice that was in the clients' best interests; providing templated Statements of Advice (SOAs) to advisers that contained misleading representations of Shield's performance; and failing to properly assess ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
Perpetual took a slight hit in underlying profit after tax - down 1% to $204.1 million - flagging outflows in the asset management business and a softer performance in wealth management due to "uncertainty" surrounding its ownership. Despite the uncertainty ...

Count sees $5.1m cost synergies from Diverger integration

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
Count has delivered positive earrings in FY25 seeing increases across all segments of the business. Revenue rose 28% to $143.6 million, underlying EBITA increased 67% to $27.7 million, statutory EBITDA was up 144% to $24.9 million and NPAT was up 89% ...

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack, to be run by a separate management team. intelliflo ...

Centrepoint Alliance profits down $2.6m

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
Centrepoint Alliance saw its net profit after tax (NPAT) reduced by over $2.6 million in FY25 on the back of increased expenses. Centrepoint Alliance reported $40.9 million in gross profit for FY25, a 13% or $4.8 million increase from the prior corresponding ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
The Institute of Managed Account Professionals (IMAP) has announced the winners of the 2025 IMAP Managed Account Awards across nine categories, with Morgan Stanley Wealth Management Australia taking out two categories. Morgan Stanley Wealth Management ...

Anti-hawking exemption for advisers a 'silly carve out': SCA

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
Super Consumers Australia (SCA) is calling on the government to alter anti-hawking legislation to ensure consistency between selling financial services and financial products. In response to an Australian Competition and Consumer Commission (ACCC) consultation ...