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Showing 12811 - 12820 of 29106 results for "PRI"

Advisers must know more than client history

DARREN SNYDER | THURSDAY, 6 OCT 2016

To have a successful financial advice practice advisers must move beyond technical advice and truly get to know their clients, according to AFA Foundation chair Olivia Sarah-Le Lacheur. Speaking at the 2016 AFA National Adviser Conference, Sarah-Le ...

Mercer appoints commercialisation director

ALEX BURKE | THURSDAY, 6 OCT 2016

Mercer has appointed a new director of commercialisation. Ric Lamont joins Mercer from Rachael Robertson, where he was a partner - business development. Prior to that, he was principal and general manager business services at The Nous Group and chief ...

New Blue Sky MD shoots for $5bn

ALEX BURKE | THURSDAY, 6 OCT 2016

The new Blue Sky managing director believes there is "no reason why we won't grow to least $5 billion in fee-earning assets under management in the next three years." In what could be described as Robert Shand's "mission statement," he told an ASX update ...

Economic Wrap

BENJAMIN ONG | THURSDAY, 6 OCT 2016

Australia retail sales It hasn't been since January this year that we saw retail spending increase at this monthly rate. Data from the Australian Bureau of Statistics (ABS) show that retail sales grew by 0.4% in the month of August - higher than the ...

Erin Truscott named AFA Rising Star

MARK SMITH | THURSDAY, 6 OCT 2016

GCA Financial's Erin Truscott has been named this year's AFA Rising Star in a ceremony at the industry association's annual conference in the nation's capital. The AFA Rising Star of the Year Award, which is supported by ANZ Wealth, was launched in ...

Howard: Bank scrutiny "strange"

KERRIE SYDEE | THURSDAY, 6 OCT 2016

The scrutiny of Australia's big four banks has been labelled "strange" by former Prime Minister John Howard, who heralded the institutions as one of four pillars that guided Australia through the Global Financial Crisis. Howard was the first plenary ...

New director at QIC

DARREN SNYDER | WEDNESDAY, 5 OCT 2016

Institutional fund manager QIC is welcoming a new director this month. Joining the QIC board for a three-year term is Simone Desmarchelier. She has more than 20 years' experience as an independent adviser in Australia and Europe, specialising in investment ...

La Trobe Financial launches retail platform

DARREN SNYDER | WEDNESDAY, 5 OCT 2016

Investment specialist La Trobe Financial is targeting retail investors with the launch of its new online platform, La Trobe Direct. The new platform provides investors with the opportunity to invest online and directly in to the La Trobe Australian ...

Rimmer departs in EQT management shake-up

ALEX BURKE | WEDNESDAY, 5 OCT 2016

After promoting four members of its corporate trustees services team in September, Equity Trustees has made further management changes as part of its ongoing restructure. The goal of these new changes, according to EQT, is to "more clearly define management ...

AMP launches new advice business

ALEX BURKE | WEDNESDAY, 5 OCT 2016

AMP is launching a new financial advice business with 11 branded practices throughout Australia. Appropriately named AMP Advice, the new business is integrating face-to-face adviser experiences with new technologies designed to make "goals-based advice ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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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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Financial Advice Association Australia

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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