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

Search Results

Showing 751 - 760 of 13229 results for "Adviser"

Russell Investments, Reach Alts team up to expand private market access

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
Russell Investments has partnered with private markets platform Reach Alts to broaden advisers' access to private market opportunities in Australia. Reach Alts will draw on Russell's institutional investment management expertise and research capabilities ...

Court approves Caddick SMSF class action settlement

KARREN VERGARA  |  WEDNESDAY, 2 APR 2025
... "fair and reasonable outcome" and an "exceptional" one given the context of the Ponzi scheme that fraudulent financial adviser Caddick ran. Combining the class action amount and receivership compensation, Chapman said victims have been able to recoup ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... claims." Singh said one in five of the complaints AFCA received in 2024 in investments and advice alleged failure by the adviser to act in their client's best interest or to provide appropriate advice. "We have observed troubling behaviour where some ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... provide personalised, regulated, and compliant financial advice. The platform itself will act as the licensed financial adviser and can provide real-time advice, based on the users' personal financial information that they have input into the system. ...

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
Adamantem Capital has completed its acquisition of Mason Stevens, with the deal to deliver significant value and benefits for the acquired firm. Mason Stevens will benefit from the deal by increasing investment in its integrated wealth platform and ...

Queensland adviser banned for five years

MATTHEW WAI  |  MONDAY, 31 MAR 2025
A Queensland financial adviser has been banned by ASIC for failing to act in the best interests of his clients and failing to prioritise their interests. Grant Thomson is banned from providing financial services, controlling an entity that carries on ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
AMP's North has worked with Betashares to introduce Australia's "first targeted geared retirement series." Unveiled today, the Betashares Moderately Geared Managed Account Portfolios, now added to North, are designed to increase exposure to defensive ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
Minister for financial services Stephen Jones has ruled out talk that the new class of adviser could provide holistic personal retirement advice and acknowledged the need to reform the Compensation Scheme of Last Resort (CSLR) during a post-budget briefing ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... management experience. Gow brings over 20 years' experience in the financial service sector. He was a senior private wealth adviser at Shaw and Partners for two years before founding Capital Haus in 2022, and was an executive financial adviser at ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
EQT, the Swedish buyout firm, has snapped up GQG Partners' long-serving distribution lead. Daniel Bullock - who worked at GQG for six years - has been appointed EQT's head of private wealth in Australia. Under his leadership, GQG's distribution ...