The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 5671 - 5680 of 9822 results for "Advisers"

Advisers need to collaborate

ALEX BURKE | WEDNESDAY, 29 JUL 2015

... planners, according to Complete Financial Balance principal Brendan Cox. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney, Cox - whose company won the 2014 AFA Practice of the Year award - said that it was only by having ...

NZ looks to Trowbridge for life reforms

ALEX BURKE | TUESDAY, 28 JUL 2015

... response to New Zealand's Ministry of Business Innovation and Employment's upcoming review of the country's Financial Advisers Act. "We expect the MJW independent report will identify possible solutions for these issues," Neilson said. "The FSC aims ...

Industry giants ramp up adviser ethics training

LAURA MILLAN | TUESDAY, 28 JUL 2015

... to face training, including two full day workshops and one-on-one coaching with facilitators from The Ethics Centre. Advisers from the remaining institutions will follow in the near future, The Ethics Centre confirmed. "The institutions are not mandating ...

Legg Mason retirement income fund delivers solid return

PROMOTED BY LEGG MASON | TUESDAY, 28 JUL 2015

Advisers attending Legg Mason's Sydney Symposium will hear first-hand how portfolio construction theory was modernised and risk-return charts flipped in developing a one-of-a-kind retirement income fund.

Gen Y can drive SMSF growth

DARREN SNYDER | TUESDAY, 28 JUL 2015

SMSF Association chief executive Andrea Slattery sees a growth opportunity for financial advisers by delivering holistic services to increasing SMSF interest among Generation Y clients. Research commissioned by the SMSF Association and nabtrade shows ...

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN | MONDAY, 27 JUL 2015

... Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. As part of the restructure, Fortnum Financial Advisers has also internally promoted national sales manager Joel Taylor to the new role of managing director. Taylor will report to ...

Executive appointment round-up

DARREN SNYDER | MONDAY, 27 JUL 2015

... vacated by Andrew Godfrey following his promotion to the financial services business leader position. Perpetual, TAL advisers join independent firm - Manly Financial Services has appointed former Perpetual Private risk adviser Scott Anderson and TAL ...

Independent dealers in M&A mode

ALEX BURKE | MONDAY, 27 JUL 2015

Recent high-profile mergers and acquisitions of aligned advisers by independent groups are a sign of a growing trend. In the past three months, former ANZ managing director of advice and distribution Paul Barrett's firm AZ Next Generation Advisory (AZ ...

IOOF merges two licences

ALEX BURKE | FRIDAY, 24 JUL 2015

... Adviser and Plan B into Consultum and Shadforth. An IOOF spokesperson said, "The reasoning behind the transition of the advisers in both cases is that it makes sense to consolidate smaller licences, such as MyAdviser and Plan B, with our larger flagship ...

SMSFs keeping cash for better markets

DARREN SNYDER | FRIDAY, 24 JUL 2015

... and Investment Trends yesterday. This year's report is based on a survey of about 4000 SMSF trustees and 501 financial advisers. Vanguard head of market strategy and communications, Robin Bowerman, said SMSF trustees currently have a bearish outlook ...

PAGE:

568

Treasury responds to Debelle's review into the AOFM

KARREN VERGARA | 12:22PM

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 | 12:16PM

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 | 11:35AM

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 | 11:31AM

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

Videos

Brought to you by

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

The market has changed. The opportunity hasn't.

Follow the leaders

Product showcase: A guaranteed future

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Strength amid noise

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

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.

READ MORE

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 ...

READ MORE

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.

READ MORE

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.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Geelong

Featured Profile

MORE PROFILES

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.

READ MORE