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

Search Results

Showing 1 - 10 of 101 results for "Advice 4 U"

More advisers go self-licensed to avoid associative risks

MATTHEW WAI  |  THURSDAY, 28 MAY 2026
An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

Rainmaker Information hires from APRA

STAFF WRITER  |  THURSDAY, 30 APR 2026
Camille Schmidt has joined the Rainmaker Information research team as associate director. Schmidt was most recently principal analyst at APRA, a role she held since January 2023. There she led research projects related to super fund member outcomes ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ...

Aged care advice needs regulatory intervention: Research

ANGELIQUE MINAS  |  TUESDAY, 10 FEB 2026
In a new report, The risk of unrelated aged care advice: protecting older Australians and ensuring quality advice paper, Aged Care Steps identifies key issues with how aged care advice is being provided in Australia, calling for reform. Older Australians ...

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
US-backed Merchant Wealth Partners has secured a minority investment in Brisbane-based advice group Infinity Financial Consultants. This transaction will advance the firm's ambitions of playing an active role in the consolidation of Australia's wealth ...

IFS unveils new pathway for industry super fund advice

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
Industry Fund Services (IFS) has launched a "comprehensive solution" designed for financial advisers who want to specialise in industry super fund advice. The Independent Adviser Licensing Mode provides guidance that aligns with members' priorities ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The retirement savings of thousands of Australians have been lost in the First Guardian and Shield failures and, while investigations are ongoing, the blame for their collapse and the misconduct that led to it is being passed around like a football ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
After reporting a $185 million loss last year, Insignia Financial has clawed its way back to a $16.1 million profit in FY25. Insignia Financial has undergone an extensive cost optimisation program in recent years, which included transitioning its master ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
AUSIEX has finalised its acquisition of FIIG Holdings, while LGT Crestone's takeover of Commonwealth Bank of Australia's (CBA) private wealth business has completed. AUSIEX, which is a subsidiary of Nomura Research Institute (NRI), has now expanded ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups ...
PREVIOUS
NEXT