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

Search Results

Showing 81 - 90 of 10422 results for "advice"

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... investment specialist. Srinivasan oversees the distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. Abraham works alongside the account managers and business development team to support ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... not an off-the-shelf solution - it's an implementation framework designed around how our advisers actually deliver advice." Karam Singh, the managing partner of ek Private Advisory, commented: "What I value about arcpoint is the ability to work in ...

Praemium progresses automation, finalises local job cuts

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... Technotia has positioned Praemium to be a fintech leader in wealth management." Across the business, total funds under advice (FUA) rose 18% to $73.7 billion in the March quarter year on year. A loss of $923 million dented FUA due to negative global ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
The Financial Advice Association Australia (FAAA) supports Treasury's proposed education reforms for financial advisers, noting they will provide significant flexibility for new entrants without reducing the rigour of the current settings. With ...

Advisers reprimanded over fee-for-no-service conduct

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... over a year after the service agreement ended. The adviser was handed a reprimand for charging a client ongoing financial advice fees without providing the services paid for during and after the end of the agreement, the FSCP said. The charging continued ...

UniSuper halves admin fees for 42,000 members

RIDDHIMA TALWANI  |  TUESDAY, 21 APR 2026
... are incredibly proud of our retirement offer to our members - outstanding investments, access to quality, professional advice and industry leading member services and digital tools," Chun said. "It has always been a high-quality offer and now we can ...

Partners Wealth Group unveils new identity for Partners Private

MATTHEW WAI  |  TUESDAY, 21 APR 2026
... market expertise into one cohesive platform, designed to deliver institutional-quality opportunities within a client-first advice model. "As markets become more complex, private markets are playing an increasingly important role in portfolios, but our ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... heightened geopolitical uncertainty and ongoing changes to tax and super regulations reinforces the need for personalised advice. Nearly 59% of generation X said they plan on leaving their benefactors' adviser, while 61% of millennials plan to make the ...

Tribeca Financial appoints strategic partnerships lead

KARREN VERGARA  |  FRIDAY, 17 APR 2026
... with key industry participants. He also supports them to establish, progress and secure long-term, goals-based financial advice relationships. Foley previously worked as general manager of client partnership and business development for nearly six years ...

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 ...