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Showing 6211 - 6220 of 9822 results for "Advisers"

Cbus and FPA sign adviser referral deal

LAURA MILLAN | WEDNESDAY, 23 JUL 2014

... September 1, 2014, follows an extended pilot arrangement during which eligible members of Cbus had access to FPA certified advisers, the association said in a statement. Cbus is "in the process of rolling out the referral arrangements nationally," Cbus ...

CFS FirstWrap adds Insync's Global Titans Fund

STAFF WRITER | TUESDAY, 22 JUL 2014

... potentially better value and diversification offshore," Insync Fund Managers business development manager David Johns said. Advisers seeking to blend funds may also find that Insync's differentiated strategy blends well with other international funds ...

BT asks for full adviser disclosure to consumers

LAURA MILLAN | MONDAY, 21 JUL 2014

... He said that the government's proposed central register of financial planners should also include client's rating of advisers, accessible by all Australians. "We think all Australians should have access to as much information as possible to help them ...

Zurich extends daily data feeds offer

STAFF WRITER | MONDAY, 21 JUL 2014

... always up to date," Zurich general manager of retail and life investments Philip Kewin said. "Our own research showed advisers thought the need to drive efficiency would be the single biggest outcome from the FOFA reforms, and notwithstanding the recent ...

CBA to fund adviser education and association membership

LAURA MILLAN | FRIDAY, 18 JUL 2014

... Securities and Investments Commission's (ASIC). A CBA spokesperson told Financial Standard that "CBA will support existing advisers transition to the new requirements by providing funding for the advanced diploma in financial planning." The bank also ...

AdviserEdge to "live build" advice website at 2014 conference

STAFF WRITER | FRIDAY, 18 JUL 2014

... year's AdviserEdge Social Advice Summit.A The "live build" will take place over the 3-day conference and aims to show advisers how to implement strategies in a practical way. "We really wanted to crank it up this year and allow people to get the skills ...

Are super funds the new shadow banks?

JAMES FERNYHOUGH | FRIDAY, 18 JUL 2014

... decisions. "Superannuation trustees are not very competent - particularly industry funds. So they're reliant on professional advisers, but professional advisers also have other hats on. They advise you to do something, and then you ask, well how do I ...

New Investors Mutual LIC gets rating and platform approval

MARK SMITH | THURSDAY, 17 JUL 2014

... inclusion in leading dealer group's approved product lists would improve access and allow SMSFs, HNW individuals and their advisers to incorporate QVE into their portfolios. QVE has also been awarded a 'Highly Recommended' rating by Lonsec and 'Recommended' ...

Large strides made towards automated advice

LAURA MILLAN | THURSDAY, 17 JUL 2014

... planning software providers and dealer groups, "getting access to the data is the most important step." "I don't think advisers are going to go away; but more people will want advice in the future and some of it is not going to be provided by an adviser," ...

Australian Unity added 14 planning practices in a year

MARK SMITH | THURSDAY, 17 JUL 2014

... in the past 12 months. The addition brings the company's total financial services tally to 77 planning practices, 122 advisers and 22 mortgage brokers operating in all mainland states and the ACT. Australian Unity covers the full range of advice services ...

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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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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?

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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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Rethinking default design in a changing market environment

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Advisers Big Day Out - Geelong

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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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