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

Search Results

Showing 1 - 10 of 437 results for "Financial advisor"

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
Count Financial has rebranded Oracle Group as a new retail brand Count Wealth, after announcing the acquisition earlier in the year. The financial advisory firm also expects further cost synergies over the estimate provided earlier. Oracle Group is ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research. MST Investment Solutions, the portfolio advisory and implementation ...

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
Kudu Investment Management has acquired a minority stake in a Sydney-based financial advisory business mere days after an identical transaction with Drummond Capital Partners. Australian Financial Planning Group (AFPG) has secured a minority investment ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
The Financial Services Council (FSC) has questioned Super Members Council's (SMC) recent research which found a spike in younger members switching out of industry funds into self managed super funds (SMSF) and platform products. FSC data to the ...

Super moves: ART, Allianz, HESTA, AusSuper

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
Australian Retirement Trust has appointed a 22-year Deutsche Bank veteran to lead its London office, strengthening the superannuation giant's presence in one of its key offshore investment hubs. Michael Weaver, ART's general manager of mid-risk ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
Perpetual has extended the exclusivity deed with Bain Capital Private Equity to Q1 next year. In an ASX announcement this morning, Perpetual said while discussions are progressing well, there is no certainty of reaching a binding agreement, or that ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
Milford Asset Management has appointed an acting country head for Australia after news Kristine Goodwin is taking on a new role at AMP. Milford confirmed Goodwin is departing in December after resigning. She will be taking on the newly established role ...

Alexander Funds bolsters Sydney office with new hire

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
Alexander Funds, the credit income investor, has added a second operative to its Sydney office to boost its distribution team. Oliver Carr joins as a business development associate, reporting to James Curnow, regional manager for NSW, ACT and Queensland. ...
PREVIOUS
NEXT