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Showing 6371 - 6380 of 9822 results for "Advisers"

PIS adds consultants amid Centrepoint capital raising

LAURA MILLAN | FRIDAY, 11 APR 2014

... key as we move into our growth phase," Rogan said. "Ryan will focus on recruitment, growth and the development of our advisers' practices including consulting to the network on new initiatives." Centrepoint is PIS' parent company.

SEC reopens target date funds disclosure review

ALEX DUNNIN | WEDNESDAY, 9 APR 2014

... the retirement savings of US investors but they nevertheless expressed concerns that retail investors and institutional advisers do not seem to adequately understand the sector and this has led to under-appreciation of risks inherent with target date ...

Advisers under threat from robot replacements

LAURA MILLAN | WEDNESDAY, 9 APR 2014

... salespersons (92%), taxi drivers and chauffeurs (89%), security guards (84%), cooks (81%), bartenders (77%), personal financial advisers (58%) and computer programmers (48%).

National Seniors asks Inquiry to deliver "top quality" advice

MARK SMITH | TUESDAY, 8 APR 2014

... should be allowed in the provision of financial advice. It also asks whether minimum educational standards for financial advisers should be lifted and whether the tougher of the APES 230 financial advice standards should be adopted by ASIC. National ...

AstuteWheel launch estate planning tool

LAURA MILLAN | MONDAY, 7 APR 2014

AstuteWheel have launched an estate planning tool that helps advisers gather their clients' information before they meet with the solicitor. "Usually clients don't know where to start when it comes to estate planning and unless the adviser knows how ...

ASIC dictates seven-year ban for rogue CBA adviser

LAURA MILLAN | MONDAY, 7 APR 2014

... Commonwealth Financial Planning adviser Jade Zaicew for seven years. Zaicew's banning follows ASIC actions against former CBA advisers Don Nguyen, Ricky Gillespie, Simon Langton, Christopher Baker, Jane Duncan and Anthony Awkar. Zaicew has been banned ...

AFA focuses FSI submission on FoFA "misinformation campaign"

LAURA MILLAN | MONDAY, 7 APR 2014

The Association of Financial Advisers (AFA) have asked the Financial System Inquiry (FSI) to consider whether the Australian Securities and Investments Commission (ASIC) should have stepped in to address what the association calls a "campaign of misinformation" ...

Advisers show overwhelming support for ETFs

MARK SMITH | MONDAY, 7 APR 2014

... more than 25%. The survey found that the biggest barriers to usage are liquidity and product availability with 32% of advisers saying they'd allocate more if ETFs offered greater liquidity and 27% stating that the range of ETFs need to expand in order ...

ISA attacks financial 'short-termism'

JAMES FERNYHOUGH | FRIDAY, 4 APR 2014

... future long-term growth opportunities." ISA argued that investment bankers, traders, executives, analysts and financial advisers were all guilty of short-termism due to various pressures. The submission made reference to a 2012 UK government review known ...

Plato partners Milliman to offer retiree income solution

MARK SMITH | FRIDAY, 4 APR 2014

... and the need to maintain purchasing power over time. "By delivering the MMRS as an overlay to Plato's existing fund, advisers and their clients will gain access to a best of breed risk management methodology applied to Plato's proven equity investment ...

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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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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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Blake Briggs

CHIEF EXECUTIVE OFFICER
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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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