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

Financial Planning

GQG Partners net revenue jumps 21.3%

CASSANDRA BALDINI  |  THURSDAY, 11 AUG 2022
GQG Partners (GQG) has reported a 21.3% jump in its net revenue, up US$222.7 million from US$183.5 million last year.

US inflation drops to 8.5%

CASSANDRA BALDINI  |  THURSDAY, 11 AUG 2022
US inflation has eased to 8.5% from its historic 40-year peak of 9.1%, recorded in June.

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption.

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap.

Advisers receive guidance on rights under FSCP

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
ASIC has released guidance regarding the function of the Financial Services and Credit Panel, outlining the actions it may take and the rights of financial advisers who are subject to a hearing or disciplinary measure.

TAL completes acquisition of Westpac Life

CASSANDRA BALDINI  |  MONDAY, 1 AUG 2022
TAL Dai-ichi Life Australia Pty Limited has completed its acquisition of Westpac's life insurance arm, almost one year after it was announced.

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
Insignia Financial has reported a reduction of 82 financial advisers in its network for the June quarter.

Net zero commitments in ASX200 companies doubles

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
Net zero commitments are now the norm for Australian companies with $1.59 trillion or 70% of the ASX200's collective market capitalisation adopting them.

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
Certe has acquired Genesis Financial Partners with a vision to create a large, integrated professional services firm with over 20 staff and nine advisers.

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
The finalists for the 2022 IMAP Managed Account Awards have been named, including across a new category for ESG products.