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Showing 1041 - 1050 of 9814 results for "Advisers"

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... stretched valuations in these global giants, preferring a burgeoning ethical opportunity to invest in Australian small caps. "Advisers and asset consultants are topping up their Australian equity allocations, specifically looking at small cap sleeves ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... private market opportunities and an intimate understanding of local advice firms, we believe we are well positioned to help advisers navigate expanding allocations to private markets and a wave of new products," he stated. Hallinan will officially join ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... research manager whose responsibilities included research and management of managed fund recommended lists for financial advisers and investment committee membership. Morningstar is still seeking to replace Peter Warnes, who retired earlier this month ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
Financial advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right." The Financial Conduct Authority (FCA) undertook the ...

Listed companies drive economy's momentum: ABDO

KARREN VERGARA  |  THURSDAY, 21 MAR 2024
... keep the economy on its resilience streak. Perennial Partners lead portfolio manager Stephen Bruce, who presented at the Advisers Big Day Out (ABDO) Capital Cities in Sydney yesterday, spoke about the resilience of the local economy and better-than-expected ...

Markets, economies benefit from eustress: ABDO

KARREN VERGARA  |  WEDNESDAY, 20 MAR 2024
... normalisation following a turbulent number of years. La Trobe chief investment officer Chris Paton told the final leg of Advisers Big Day Out (ABDO) Capital Cities in Sydney this morning that shifting toward normalisation is underpinned by a psychological ...

Inaugural CSLR levy slugs advisers $18.5m

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... which covers compensation claims and costs from April 2, when the CSLR takes effect, to June 30. In the second round, advisers will foot the bill of $18.5 million to cover the period of July 1 to 30 June 2025. Financial Advice Association Australia chief ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... Pinstripe Media, a content creation company he founded in 2005. In 2018, Koch partnered with the Association of Financial Advisers - now Financial Advice Association Australia - on a consumer event promoting the value of financial advice.

Majority comply with IDR reporting: ASIC

KARREN VERGARA  |  MONDAY, 18 MAR 2024
... a licensee". Anderson points out that one important aspect of the IDR from an advice firm point of view is that most advisers do not get any complaints. "They go a whole year without any complaint. Unfortunately, one of the elements of this legislation ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... planners," Chris Hill, national manager, strategic relationships at AUSIEX said. The share of new accounts opened by advisers for millennials rose 3.85% by comparison, though were significantly fewer in numerical terms. In contrast, the number of new ...