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

Search Results

Showing 81 - 90 of 5681 results for "Financial Adviser"

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... FAAA supports key elements of the proposal around education requirements and the prerequisites to becoming a financial adviser. "The FAAA recognises that the transition from the current standard to the new standard will take time. It is particularly ...

Advisers reprimanded over fee-for-no-service conduct

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... Services and Credit Panel (FSCP) has issued three determinations in the month of April, including a reprimand to a financial adviser who continued to collect fees from a client for over a year after the service agreement ended. The adviser was handed ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
Two-thirds of Australians don't plan to retain their parents' or spouse's financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between ...

Tribeca Financial appoints strategic partnerships lead

KARREN VERGARA  |  FRIDAY, 17 APR 2026
... manager of advice partnerships for almost three years. Foley spent nearly 20 years at IFS, starting out as a financial adviser and fund leader with Industry Fund Financial Planning, providing advice in superannuation and retirement planning. Prior to ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
Esencia Wealth has expanded into Queensland, adding 300 clients to its portfolio by merging with two advice firms in the state. Merging with Financial 3 Wealth and Marsden Wealth Advisers will mark Esencia Wealth's first office in Brisbane, building ...

FSC ups expectations on platform trustees' governance

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
A new standard from the Financial Services Council aims to strengthen governance practices across superannuation platforms, including limiting unadvised members to simpler investments, enhancing due diligence of options, and greater oversight of advisers ...

Two Ensombl senior leaders exit

KARREN VERGARA  |  THURSDAY, 16 APR 2026
... members of Ensombl's leadership team - the chief commercial officer and chief membership officer - have exited the financial adviser community platform. Chief commercial officer Danni Visser and chief membership officer Emily Jenkins finished up last ...

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Depending on the type of business they want to do, financial advisers looking to inorganically grow their client base will have to pay slightly more for a book now, but valuations have stalled overall, according to Radar Results. In its latest price ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
Private markets have experienced significant growth in recent years, and investors are showing no signs of slowing down. Global private equity (PE) investment rose from US$1.8 trillion in 2024 to US$2.1 trillion in 2025, despite a decline in deal volume ...

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
Spheria Asset Management's Spheria Australian Smaller Companies Fund - Active ETF (ASX: SPHX) will be available on the ASX tomorrow, launching amid strong momentum shown across the broader ETF market despite volatility from the Middle East. Spheria ...