The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 10 of 10412 results for "Advice"

Otivo launches AI-powered financial advice

MATTHEW WAI | THURSDAY, 4 JUN 2026

Otivo has launched a mobile app for Australians to access licensed advice powered by artificial intelligence (AI). The app is Australia's first licensed advice platform on mobile and operates under Otivo's Australian financial services licence ...

BT appoints new head of strategy

KARREN VERGARA | THURSDAY, 4 JUN 2026

... wealth management and product strategy which will be critical as we strengthen how we support advisers and quality financial advice to thrive, with better outcomes for clients," she said. Among the changes at Allianz Retire+ last year, David Kane, who ...

Super funds push back on CSLR: SMC

VINNY VUCAGO | TUESDAY, 2 JUN 2026

... from growing numbers of unpaid compensation claims linked to failed financial schemes. SMC noted the collapse of a single advice firm had already exceeded several years of the scheme's original actuarial costs forecasts, with claims related to the ...

NGS Super names chief member officer

RIDDHIMA TALWANI | TUESDAY, 2 JUN 2026

... member officer, who will lead the super fund's Member Business unit responsible for member growth, engagement, financial advice and user experience. Parsons has over 20 years' experience across superannuation, wealth management and broader financial ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI | TUESDAY, 2 JUN 2026

... accountability and transparency that sits at the heart of our investment philosophy." Canavan also noted 20% of its MDA funds under advice (FUA) are currently structured under this approach, providing greater flexibility to scale. "We have already successfully ...

Former Insignia boss joins InvestStream

MATTHEW WAI | MONDAY, 1 JUN 2026

A former Insignia Financial chief executive has joined the advisory board of InvestStream, spearheading its financial advice and engagement infrastructure as the firm's approach to close the advice gap. Renato Mota has joined the AI-powered infrastructure ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA | MONDAY, 1 JUN 2026

Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint ...

Retirement fears persist despite rising preparedness: CFS

VINNY VUCAGO | MONDAY, 1 JUN 2026

... women said they felt prepared for retirement, compared with 59% of men. The report also reinforced the role of financial advice in improving retirement confidence. More than three-quarters (77%) of Australians who receive financial advice said they felt ...

We don't always vote in complainants' favour: AFCA

MATTHEW WAI | MONDAY, 1 JUN 2026

... ombudsman Nicholas Battaerd said based on the latest AFCA data, approximately 65% of complaints received voted in favour of advice firms. Incidentally, the remaining 35% of cases result in a determination against the advice practice. "Our job is to be ...

CSLR levy must be directed towards bad actors: Burgess

MATTHEW WAI | FRIDAY, 29 MAY 2026

... "It also ignores the fact that SMSF investors are eligible because they are a retail client who has paid for financial advice from a licensed financial adviser to invest in a regulated retail financial product, and as a result have fallen victim to poor ...

PAGE:

BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

Videos

Brought to you by

Strength amid noise

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

The market has changed. The opportunity hasn't.

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

A guaranteed future

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE