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Showing 6601 - 6610 of 9822 results for "Advisers"

Praemium to host 5 more BetaShares ETFs

ALEX DUNNIN | WEDNESDAY, 16 OCT 2013

... BetaShares Australian Top 20 Equity Yield Maximiser Fund. Vynokur said, "The High Interest Cash ETF is very popular amongst advisers looking to improve returns on client's cash holdings. Many clients are receiving rates at or around the RBA rate for ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH | WEDNESDAY, 16 OCT 2013

Jenny Brown from JBS Financial Strategists has taken home the Association of Financial Advisers' most prestigious accolade - the AFA Adviser of the Year Award. The Award recognises advisers who demonstrate outstanding leadership, advocacy and innovation. ...

Tailor advice to each generation: research

LAURA MILLAN | TUESDAY, 15 OCT 2013

Advisers should tailor their communication strategies to suit the needs of each generation, but in the age of internet, face to face meetings are still the clients' preferred system to communicate with advisers. An AFA white paper revealed that, while ...

Premium appoints Ibbotson as asset consultant

JAMES FERNYHOUGH | TUESDAY, 15 OCT 2013

70 pct retirees see advisers

LAURA MILLAN | TUESDAY, 15 OCT 2013

... to face interaction, like long statements of advice, want to receive financial advice and are willing to trust their advisers. The above is not a snapshot of the Aussie market in the 60s, but a portrait of how pre-retirees think today. "Pre-retirees ...

ASIC has risk advice in its sights

MARK SMITH | TUESDAY, 15 OCT 2013

... insurance providers about their products to gain understanding before it moves to closely scrutinize the way they are sold by advisers. The aim is to create a better outcome for clients and to lift the standards of the industry. In February ASIC cancelled ...

Read the rules, says ASIC

MARK SMITH | TUESDAY, 15 OCT 2013

ASIC deputy chairman Peter Kell reassured advisers at the AFA conference that the FoFA best interest duty is not as strict as people think. He reminded them to read the regulatory guidance before jumping to conclusions. "We're just over three months ...

netweath platform to host SSgA Retirement Solution funds

JAMES FERNYHOUGH | MONDAY, 14 OCT 2013

... investment platform. SSGA said the netwealth launch is the first step in making the strategies available to financial advisers and direct investors via a range of investment platforms. SSgA will also partner with investors looking to implement the core ...

In search of more female advisers

LAURA MILLAN | MONDAY, 14 OCT 2013

There are too few female financial advisers and the AFA national conference is canvassing ways to do something about it. The first step was recognising that there aren't enough women working in the financial services industry and, especially, in financial ...

Registrations open for 'Your best interests'

MARK SMITH | MONDAY, 14 OCT 2013

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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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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.

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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 ...

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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.

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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.

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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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