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

Search Results

Showing 881 - 890 of 5656 results for "Financial adviser"

Sequoia expands professional services arm

CASSANDRA BALDINI  |  WEDNESDAY, 12 JUL 2023
The listed wealth group will acquire and merge the businesses of Castle Corporate and Castle Legal for $3.15 million. Castle Corporate assists accountants, financial advisers, and lawyers with the formation of companies, trusts, and self-managed super ...

ASX consultation: Time to say goodbye to mFund?

ANDREW MCKEAN  |  FRIDAY, 7 JUL 2023
The ASX has started a consultation process concerning the potential wind-down and closure of mFund. The market operator is seeking feedback from industry stakeholders on their preferences for transacting in managed funds via the ASX, and the proposed ...

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
The Financial Advice Association Australia (FAAA) has received over 8700 membership renewals, with more to come, according to chief executive Sarah Abood. The end of financial year marked a critical membership juncture for the association, Abood noted. ...

ASIC permanently bans David Sutton

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
... Petroleum and Aus Streaming. Sutton was also involved in and facilitated misconduct by Kristofer Ridgway, a former financial adviser that ASIC said was not "adequately trained" or "competent" to provide financial services. He suggested his clients invest ...

Power50 kicks off for 2023

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2023
... with 115 going through to voting. Those finalists received more than 7500 votes combined. If you are or know a financial adviser that fits the bill, nominate now.

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
The revamped platform offers a range of new services, including the ability to manage off-platform assets and custodial assets through the one account. Netwealth is relaunching the flagship Wealth Accelerator platform to better service the growing number ...

Adviser levy tripled, labelled "deeply unfair"

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
The estimated ASIC levy for this financial year will see financial advisers slugged $3217, as the levy freeze comes to an end. Under the estimated levies released yesterday, the levy to be paid per adviser has almost tripled from the $1142 that it was ...

Dealer group adopts profit-for-purpose model

CHLOE WALKER  |  THURSDAY, 29 JUN 2023
Spark Financial Group will officially begin operating as a profit-for-purpose organisation with the launch of its Spark Legacy Program. The Melbourne-based dealer group says it will donate 100% of its profits to nominated charity partners, with an objective ...

FSCP hands down second order, audits adviser

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2023
The Financial Services and Credit Panel has ordered an audit of a financial adviser who carelessly recommended a client switch superannuation funds. Releasing its second determination since it launched, the FSCP said the unnamed adviser, only referred ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
Financial advice practices Crosby Dalwood and Warnecke & Co (Warnecke) will merge and rebrand as Count Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians ...