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Advisers: Keep your clients off A Current Affair

JAMIE WILLIAMSON | FRIDAY, 12 OCT 2018

... Ending his presentation on the state of the global economy this week, Parker told delegates he hopes the current climate would not deter them from doing what needs to be done for their clients. "One of the things I worry about at the moment is our industry," ...

Reforms impact adviser mental health

JAMIE WILLIAMSON | FRIDAY, 12 OCT 2018

... someone is at risk, Williams told delegates of the red flags to look out for including becoming distant from family or friends; not replying to texts or calls; being angry, irritable or aggressive; signs of increased stress; excessive drinking or drug ...

Aussies second-most optimistic about retirement: SSGA

KANIKA SOOD | FRIDAY, 12 OCT 2018

... making the definition of sufficiency elusive. Italian and Irish respondents, in particular, were concerned that they were not prepared for retirement." According to numbers, Australia has the third-highest total pension assets compared to the gross domestic ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY | FRIDAY, 12 OCT 2018

... "But your personal brand hasn't taken a beating. People are conflating it (the Royal Commission) with the businesses, but not with you. Personally, there's been little impact."

ANZ chief says remediation is "distracting"

KARREN VERGARA | FRIDAY, 12 OCT 2018

... to other ASX-listed companies. Elliot also admitted the bank has operated below what the law requires but maintains it did not breach the Corporations Act. If that is the case, the panel asked, then why have hundreds of people made submissions to the ...

Chief economist update: It wasn't me, it's the Fed

BENJAMIN ONG | FRIDAY, 12 OCT 2018

... problem in my opinion is Treasury and the Fed. The Fed is going loco and there's no reason for them to do it. I'm not happy about it." This was US president Donald Trump's take on the previous day's slump on Wall Street that shook equity ...

Female excellence in advice title awarded

JAMIE WILLIAMSON | FRIDAY, 12 OCT 2018

... award, Powell said: "My personal journey has demonstrated to me that what we do is amazing. Even if you have a plan, it might not pan out so planning for the unimaginable is so vital. We are so fortunate to be blessed with so many great women in our ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR | THURSDAY, 11 OCT 2018

... including financial planners," said Pearse. Robinson also said that the appeal of social media cuts across multiple demographics, not just the millenials, which is a common misconception. "In fact the Baby Boomers segment is the fastest growing market ...

Royal Commission an opportunity: Anderson

JAMIE WILLIAMSON | THURSDAY, 11 OCT 2018

... Hayne's interim report. "There's no question that we've seen bad practices. The interim report seems to emphasise this is not about introducing more law, it seems to be suggested by the Commissioner that it's more about simplifying laws to ensure people ...

APRA will rethink how it assesses risk: Byres

KANIKA SOOD | THURSDAY, 11 OCT 2018

... risk after Royal Commission revelations, but the financial services industry needs to step up to change its culture. "I'm not going to give a full response to the Royal Commission here - that will appropriately be done through our submissions and evidence ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

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Rethinking default design in a changing market environment

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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