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

Search Results

Showing 581 - 590 of 9804 results for "advisers"

GROW Inc. names new chief executive

JAMIE WILLIAMSON  |  THURSDAY, 1 MAY 2025
... Services - formerly Link Group - to GROW Inc. has been a point of serious contention for HESTA members and financial advisers of late, with the fund having implemented an extensive limited services period of seven weeks. HESTA ended its relationship ...

AUSIEX to acquire FIIG Securities

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... transaction will allow the AUSIEX business to expand its range of products and services to meet the wider needs of traders, advisers and investors. "With this move, AUSIEX expands beyond exchange traded instruments listed on ASX and CBOE, to now also ...

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
Perpetual Wealth Management has recruited five senior financial advisers to its team. Michael Innes and Antony Pupovac will join the private clients team in Queensland as partners in May, while Sandra Kent and Laura Bosman will join the team in Western ...

Local challenger enters Australia's ETF market

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... launches. We only plan to launch funds when and where there is clear evidence of demand from Australian retail investors and advisers," he said. "We believe that being locally owned and fully locally managed means we're better able to tailor our ...

Federal Court hammers defunct advice firm with $11m penalty

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... advice and breaching conflicted remuneration laws. Equiti Financial Services paid $130,250 in bonuses to three financial advisers who provided template advice to clients to roll over their superannuation into self-managed super funds (SMSFs) and use ...

Future Group confirms more mergers ahead, undertakes review

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... policy administrator. The two will also partner to keep Acenda's on-sale retail risk products available to financial advisers and their clients. "We have built a strong relationship with Acenda and are looking forward to a long-term partnership with ...

Generation Development Group enters ASX 200

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... conversion across all regions," supported by "disciplined pipeline management" and a "focus on strategy solutions with advisers." Hackett said each of Generation Development Group's businesses are strategically positioned to benefit from long-term industry ...

New sustainable real assets boutique eyes housing, aged care

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... Laletas, Jeremy Grocott, and Dominic Clark - all also coming across from Lighthouse Infrastructure. Serving as senior advisers to the new firm are former ISPT chief executive Daryl Browning, Charter Hall Direct Property chair Adrian Harrington, and former ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
Investment philosophy and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... contribute" to Equity Story's revenue and recurring income. It will also include a profit-share model for Baker Young advisers and staff, a model which is aimed at attracting more advisors as the group expands. The transaction will see Equity Story absorb ...