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Showing 411 - 420 of 433 results for "Financial advisor"

Advance Asset Management beefs up distribution team

... Allmey's primary role will be to oversee the management of retail sales initiatives to the broader independent financial advisor (IFA) market. Allmey's previous experience includes roles as a national practice development manager for a large dealer group. ...

Infocus to construct new badged product

Financial advisory dealership Infocus Money Management has joined forces with Aviva Australia to create a $500 million badged product to be included on the Navigator funds administration platform. Infocus's deal with Aviva is for a term of five years ...

ASIC bans Queensland advisor

The Australian Securities and Investments Commission (ASIC) has banned a Queensland financial advisor from providing any financial services. "ASIC's decision serves as a warning that dishonest conduct will not be tolerated and a lifetime ban will be ...

AMP looks to increase consumer financial literacy

AMP Financial Planning has launched a new campaign designed to improve the financial literacy of consumers and de-mystify financial planning and the financial services industry. The campaign is called Thinking Ahead and consists of an interactive CD-ROM ...

Millennium boosted by three-way merger

Millennium Financial Services has joined forces with Walker Laanemaa Chartered Accountants, and Danebury Financial Group to become the WLM Financial Group. The new business will consist of two arms WLM Financial Services and WLM Partners - Chartered ...

Accounting profession imposes stricter standards on financial planning members

The nation's two peak accounting bodies, CPA Australia and the Institute of Chartered Accountants, have jointly issued a draft Professional Statement outlining mandatory standards applying to fair, ethical and professional conduct their members who ...

Commonwealth splits CFS business into investments and products

The Commonwealth Bank has ended speculation surrounding its wealth management business, Colonial First State (CFS), with the announcement that it has split the investment management and product development functions of the business. At the same time ...

Navigating a new link with E*Trade

E*Trade and Navigator will join together to offer an integrated share trading service for financial advisors through Navigator's platform. "By linking E*Trade and n-link together an additional 3,000 advisers will now have access to online share trading ...

Planning financial future made easier by Rainmaker's SelectAdviser

... industry and will ensure consumers have the right information to make the right decision in choosing a suitable financial advisor. The directory addresses main concerns consumers have regarding financial planners by reporting testimonials or references ...

Tower shareholders give nod to spin off wealth management arm

AAP | THURSDAY, 27 JAN 2005

Shareholders of New Zealand-based financial services company Tower Ltd today voted to spin off its Australian Wealth Management (AWM) division into a new company. Tower chairman Olaf O'Duill told shareholders that the spin-off would provide better focus ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

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

General Manager Membership

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

Chief executive

AUDD

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

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Advisers Big Day Out - Hobart

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Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

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