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

Search Results

Showing 81 - 90 of 11996 results for %22Adviser%22

DASS settlement pending court approval, victims urged to claim

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
The federal court will soon determine if it will approve the $16 million to settle the class action against E&P Financial Group as some victims of Dixon Advisory and Superannuation Services (DASS) are running out of time to make a claim. On 3 April ...

Copia seals distribution partnership

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
Copia Investment Partners has won a partnership with HSBC Asset Management to distribute a strategy to retail investors. Copia will make the HSBC Global Infrastructure Equity Fund available to retail investors after it was launched to the institutional ...

VanEck establishes foothold in Brisbane

ANDREW MCKEAN  |  TUESDAY, 27 FEB 2024
... underscore its ongoing evolution and expansion efforts in the region. "VanEck has become the go-to ETF provider among the adviser community," Neiron said. "We are the leader in smart beta ETFs and the leading innovator in the country." He added that ...

MLC Life Insurance hires from Cbus

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
MLC Life Insurance has appointed Mirella Robinson to the newly created role of chief technology officer. Robinson, who brings 20 years' experience to the role, most recently served as chief information and technology officer at Cbus. Prior to Cbus ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... Financial Advice Matters Group. Its profit after tax was $4.9 million and gross revenues came in at $140.5 million. In its adviser numbers it saw net growth of 17 across the licensed and self-licensed channels, with its total now sitting at 1338. It ...

Canna Campbell slapped with $114k legal bill

KARREN VERGARA  |  MONDAY, 26 FEB 2024
A judge has ordered financial adviser Canna Campbell to pay $113,791.50 in legal costs after she was found guilty of trademark infringement. Justice Manousaridis in the Federal Circuit Court of Australia ordered Campbell, founder of SugarMamma TV and ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... said that they are "probably more proximate and they have a need to support existing clients who may no longer have an adviser, for example." "So, my guess is that they will move more quickly than the banks," she said.

HSBC wins $23bn in admin, custody mandates

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
HSBC's local custody business may be turning its fortunes around, growing its assets under custody and administration by close to 40% with two fresh mandate wins. According to the latest Australian Custodial Services Association (ACSA) statistics, HSBC ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
Demographic change, virtuous consumerism, the grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... time when you're setting the terms of the relationship," he said. This puts responsibility on the client to keep the adviser informed and, in many ways, says, "I can't help you unless you keep me informed of what's important to you," he said. ...