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Showing 6231 - 6240 of 9822 results for "Advisers"

ASIC considers compulsory advice for complex products

MARK SMITH | MONDAY, 14 JUL 2014

... scenarios. Another submission suggested that disclosure could be improved if product issuers and research houses provided advisers and investors with reports which contemplate the usefulness and suitability of products for retail clients, explain the ...

CBA unveils tougher adviser standards

LAURA MILLAN | MONDAY, 14 JUL 2014

... Investments Commission (ASIC), the Commonwealth Bank (CBA) will lift the minimum education standards for its financial advisers and demand that they belong to a professional association. The move aims to "regain some of that confidence and trust that ...

AllianceBernstein adds Global High Income Fund

HARRY PAGE | THURSDAY, 10 JUL 2014

... "We're pleased that our Global High Income Fund is being made available through netwealth, given the high calibre of advisers associated with the platform. While the Fund is being offered in Australia for the first time, it has a track record of more ...

QIC funds added to Federation platform

JAMES FERNYHOUGH | THURSDAY, 10 JUL 2014

... exchange traded options." It went on: "The Federation structure operates like a managed discretionary account, which helps advisers increase the efficiency of their advice process. "There is also an option for clients to become shareholders in Federation ...

What happened to the ISA-FSC accord?

JAMES FERNYHOUGH | WEDNESDAY, 9 JUL 2014

... safety net to protect people when they seek financial advice. And that safety net is laws that ensure that the system and advisers are acting in people's best interest. "Or you've got the bank idea: no safety net, an unregulated, deregulated free-for-all ...

Intra-fund advice exemptions in doubt

JAMES FERNYHOUGH | TUESDAY, 8 JUL 2014

... for example that Opt-In and retrospective fee disclosure requirements should stay in place for small business financial advisers, is consider whether in the interest of competitive neutrality, those requirements should apply equally across the financial ...

Former BlackRock exec joins Robeco

MARK SMITH | TUESDAY, 8 JUL 2014

... development in Sydney. He will lead the development of the Netherlands-based asset manager's relationships with financial advisers and promote Robeco's investment strategies, including Emerging Conservative Equity (Low Volatility) and a soon to be launched ...

Macquarie rebukes advice, compliance concerns

LAURA MILLAN | TUESDAY, 8 JUL 2014

... Representatives'." But the group failed to report the findings to ASIC. The regulator's senior executive leader of the financial advisers team Joanna Bird told the Committee that Macquarie Private Wealth had "systemic failings of compliance and it had ...

Advice firm chooses MDAs over platforms

LAURA MILLAN | TUESDAY, 8 JUL 2014

... self-licensed practice, which was established in 2012 through the merger of Paul Moran Financial Planning and Personal Wealth Advisers, is run by principal advisers Paul Moran and Cameron Howlett. "Over the years, platforms have been useful but they ...

New laws bring aged care advice into the spotlight

LAURA MILLAN | MONDAY, 7 JUL 2014

The Living Longer, Living Better reforms that began on July 1, 2014, are forcing financial advisers to review their clients' aged care arrangements. Advisers need to take into account the client's assets and income to ensure that the approach taken ...

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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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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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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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