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

Search Results

Showing 71 - 80 of 4142 results for "Financial advisers"

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
Financial advisers are feeling energised by private markets as fund managers pave the way to make opportunities accessible not only to sophisticated investors but also retail clients more than ever. Diversification, enhanced returns, and improved accessibility ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
To better serve high-net-worth (HNW) clients, financial advisers require a broader range of specialist expertise to meet their complex needs, according to HUB24. HUB24's latest whitepaper, Directing the matrix: meeting the needs of high-net-worth clients ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... in-house product, the Masters Residential Property Fund (URF), for $16 million. Shine alleged that E&P's financial advisers, when they were operating under, Dixon Advisory Superannuation Services (DASS), gave unsuitable advice that did not consider ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... individuals is transferred to a new generation of investors over the next two decades. The report highlights the role financial advisers will play in in this process and the role of responsible investing "as a cornerstone of their intergenerational wealth ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says. Optimum Pensions ...

Former adviser convicted over false documents

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... who had relied on Fong Financial Planners. "Members of the public necessarily place their faith and trust in financial advisers and services and any breach of trust in those circumstances is therefore serious," Judge Zempilas said. Judge Zempilas considered ...

ASIC confirms adviser registration deadline

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2023
After receiving Royal Assent on November 27, ASIC is urging all financial advisers who service retail clients to register before the 1 February 2024 final deadline. From this date, advisers otherwise known as relevant providers who provide personal ...

Spatium Capital selects trustee, administrator for small caps fund

CASSANDRA BALDINI  |  TUESDAY, 28 NOV 2023
... Capital Small Companies Fund (SSCF) from early 2024. Spatium Capital said the announcement follows requests from financial advisers and SMSF trustees who want easier, cleaner digital access via applications and signature protocols. True Oak has operated ...

Betashares launches cash plus managed fund

CASSANDRA BALDINI  |  MONDAY, 27 NOV 2023
... fund will suit investors who want to make their cash work harder within their portfolio. "Investors and their financial advisers will be able to use MMKT to gain access to a compelling solution for the cash allocation of their investment portfolios," ...

ASIC investigates iExtend over possible unlicensed conduct

CHLOE WALKER  |  THURSDAY, 23 NOV 2023
... the premiums of the co-owned cover. "iExtend wants to fill a gap in the insurance market and to partner with financial advisers and insurance providers to ensure policyholders can continue the valued relationship they have with them by accessing a flexible ...