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Showing 6571 - 6580 of 9822 results for "Advisers"

Advisers battle to reconnect with disengaged clients

LAURA MILLAN | MONDAY, 4 NOV 2013

... practices buy books from other advice firms, but the Future of Financial Advice (FoFA) regulation is expected to threaten advisers' relationship with their disengaged clients. "Advisers will be sending disengaged clients a fee disclosure statement saying ...

ASIC asks for public adviser register to track "bad apples"

LAURA MILLAN | FRIDAY, 1 NOV 2013

The Australian Securities and Investments Commission (ASIC) has asked for a public register of financial advisers detailing licensee records so the regulator and investors can easily identify "bad apples." In a submission to the Senate inquiry about ...

Republicans vote that advisers have no best interest duty

ALEX DUNNIN | FRIDAY, 1 NOV 2013

... wind back the adviser best interest duty, the Republican-dominated Congress in the US has voted for a bill that allows advisers to act without putting their clients' best interests first. However the chances of the bill becoming law are slim, as it is ...

ASIC concedes Trio ringleader investigation

MARK SMITH | WEDNESDAY, 30 OCT 2013

... falls below the required standard," ASIC commissioner John Price said. "Directors, company officers, auditors, investment advisers, and financial planners play a key role in ensuring that Australia's markets are fair and efficient. ASIC will continue ...

Accountants on look-out for SMSF-expert advisers

JAMES FERNYHOUGH | TUESDAY, 29 OCT 2013

Accountants are increasingly forming loyal relationships with trusted self-managed super fund (SMSF) advisers, according to a recent report by Investment Trends and OneVue. The OneVue/Investment Trends 2013 SMSF Accountant Report found that over the ...

netwealth Advice names head of operations

JAMES FERNYHOUGH | TUESDAY, 29 OCT 2013

... industry experience will ensure our continued momentum to expand and deliver increased and improved services to assist advisers to grow their business and be a part of a dynamic group." Kaye said she was excited to be taking the role at netwealth. "The ...

Zurich risk products added to netwealth platform

MARK SMITH | TUESDAY, 29 OCT 2013

Young shy away from joining advice industry

LAURA MILLAN | MONDAY, 28 OCT 2013

The number of new advisers entering the industry is insufficient despite numerous initiatives to encourage young people to become financial planners. The Association of Financial Advisers (AFA) chief executive Brad Fox told Financial Standard that "there ...

Direct investment growth changes landscape

MARK SMITH | FRIDAY, 25 OCT 2013

... said the growth in the segment poses both challenges and opportunities for the wealth management industry, adding that advisers, brokers and superfunds will no doubt ensure they tap into the new demand. "Not only does this potentially represent the inflow ...

Pro bono advice for bushfire victims

LAURA MILLAN | FRIDAY, 25 OCT 2013

... and probably their financial records," the FPA said. The association's Pro Bono Service was established to encourage advisers to assist people affected by floods, bushfires and other natural disasters. Advisers must register to be able to provide the ...

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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

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Tania Milnes

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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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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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