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

Search Results

Showing 1 - 10 of 114 results for "Financial Advisors"

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... to feedback it received from CPA Australia during the consultation phase, and noted, "entry requirements for financial advisors are disproportionate to the level of risk, contributing to a decline in the number of financial advisers, which has limited ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... raised over $5 billion in assets under management and built a strong network with private wealth managers, financial advisors, and family offices. Consequently, his appointment is a key step in EQT's broader strategy to enhance its private wealth presence ...

Aussie ETF market tipped to hit $300bn in 2025

MATTHEW WAI  |  THURSDAY, 6 MAR 2025
... portfolio. "ETF investors tend to be younger. However, we are also seeing more sophisticated investors and financial advisors also reap the benefits of ETFs," Ibrahim said. "A growing proportion of high-net-worth individuals are allocating to ETFs via ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... book includes financial advisers, money coaches, mortgage brokers, and retirement funds. "Moneysoft services financial advisors and funds through existing SaaS lines of business focused on wealth and finances in both the direct-to-consumer and financial ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... areas essential for all financial advisers, regardless of their specialty-whether stockbrokers, comprehensive financial advisors, or life insurance specialists. Key areas such as taxation, financial regulation, ethics, and professionalism are necessary ...

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... investors, and we are now looking forward to delivering our world-class strategies and client-focused service to financial advisors and individual investors." In 2017, Natixis acquired a 51.9% majority stake in IML, its first acquisition in Australia ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... Financial Advisers Association of Australia as we come together in early April, openly representing 80% of the financial advisors in the country is absolutely committed to this community," Perera said. "We want to see it grow, we want to see it flourish ...

SEC fines UBS Financial Services over fraud charges

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... provided was in the best interest of their clients. When investors suffered losses, many of them, along with their financial advisors, expressed surprise and closed their YES accounts," the SEC said. "Advisory firms are obligated to implement appropriate ...

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
... Even with the exclusion of product providers from this scheme, it's inevitable the spotlight will be on financial advisors for the allocation of fault," Burgess said. Additionally, the association is backing for professional indemnity insurance to ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... providing wealth management to high-net-worth and ultra-high-net-worth investors through trusted relationships with financial advisors, and will enhance our long-term ambition to deliver a scalable, digital-led wealth management solution to affluent ...
PREVIOUS
NEXT