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

Search Results

Showing 1 - 10 of 1242 results for "licensees"

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... the institutional world could translate into wealth," Leman says. Leman notes JANA works with mid- to top-tier advice licensees, consulting on their investment committees and building portfolios that they can take out to their clients. He adds JANA can ...

AWAG's profit takes hit from geopolitics in FY26

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
... 122 from 80 since December 2025, highlighting a "good pipeline" of EPS opportunities, with strong focus now placed on licensees and financial wealth advisory practices. It is now expecting to have closer to 150 authorised representatives by the end of ...

AMP North appoints head of strategic growth

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
... MyNorth Guarantee, Managed Portfolios, and the AMP Managed Funds, with a focus on deepening relationships with advice licensees and strategic partners. Kirk brings more than 30 years of experience across the wealth management value chain, spanning platforms ...

Mulino unveils sweeping reforms to cold calling, MISs

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
... pertaining to superannuation will be banned, while tougher anti-hawking laws are set to improve consent requirements. Licensees will also be required to take reasonable steps to ensure lead generation activities comply with relevant regulatory and legal ...

New investment governance provider for AFSL launches

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
... and John Venardos, BNV Investment Partners will focus on offering investment governance and bespoke services to assist licensees amid heightened scrutiny as a result of recent managed investment schemes failure. Speaking to Financial Standard, Bhana ...

Advisers bolster client book amid compliance burden: CoreData

KARREN VERGARA  |  MONDAY, 10 AUG 2026
... advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData. The average number of clients per practice has increased from 127 ...

ASIC ramps up enforcement action

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
... Shield Master Fund or First Guardian Master Fund during the financial year and took further action against associated licensees and responsible individuals. "Every banning order, licence cancellation and director disqualification removes a pathway for ...

Local advice sector an attractive opportunity for global PE firms

MATTHEW WAI  |  THURSDAY, 30 JUL 2026
... demands and expectations that are placed upon you are not the same from... that banking environment or the self-owned and licensees; it's quite different," Barrett said. Barett added that this model has been around and matured in other jurisdictions ...

FSC calls for tougher oversight of advice licensees

VINNY VUCAGO  |  THURSDAY, 30 JUL 2026
... Financial Services Council ( FSC ) has called for a significant overhaul of ASIC's supervisions of financial advice licensees, arguing stronger regulatory oversight is needed to better protect consumers following recent industry failures. In a white ...

Advisers lean on AQF7 to meet education standards: Rainmaker

MATTHEW WAI  |  FRIDAY, 24 JUL 2026
... recognises long-tenured advisers with a clean record. According to Rainmaker's Financial Adviser Report for the June quarter, licensees are viewing AQF 8 as the benchmark for advisers moving forward. The Graduate Diploma (AQF 8) is the most common highest ...
PREVIOUS
NEXT