The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 6611 - 6620 of 9822 results for "Advisers"

Sinodinos confirms election promises will be met

MARK SMITH | MONDAY, 14 OCT 2013

... development and prosperity," Sinodinos said. The comments were met with applause by delegates at the Association of Financial Advisers (AFA)'s annual conference. Turning to the Future of Financial Advice (FoFA) reforms, Sinodinos acknowledged that the ...

COIN updated software focuses on scaled advice

LAURA MILLAN | FRIDAY, 11 OCT 2013

... capabilities following the complete integration with Provisio. COIN, which is owned by Rubik Financial, aims at providing advisers with a comprehensive toolkit for both comprehensive and scaled advice enquiries. "Advisers using COIN can now easily cater ...

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN | THURSDAY, 10 OCT 2013

... and strategic advice will be what defines the SMSF advice industry in the future. "We believe what will set qualified advisers apart from the spruikers is education and the ability to deliver advice on complex areas such as estate planning, contribution ...

BT to double time advisers spend with clients

LAURA MILLAN | THURSDAY, 10 OCT 2013

BT Financial Group is implementing an Advice Transformation program that aims to double the time advisers spend in meetings with their clients. BT head of Practice Management Wes Hall told Financial Standard that the program "will help advisers connect ...

AQR managed futures funds receives recommended ratings

STAFF REPORTER | THURSDAY, 10 OCT 2013

... has managed money for Australian clients since 2003. AQR Australia works with local institutional clients and financial advisers managing over $12 billion (as at 31 August 2013) across a range of traditional and alternative investment strategies.

Sinodinos aims at "fixing the messes" inherited from Labor

LAURA MILLAN | WEDNESDAY, 9 OCT 2013

... Senator will be formally addressing the financial services industry for the first time at the Association of Financial Advisers (AFA) Conference next week, but Sinodinos has already commented on some of the issues affecting the industry. In late September ...

Guardian Advice benefits from planner "flight to security"

LAURA MILLAN | WEDNESDAY, 9 OCT 2013

... security," the group's executive manager Simon Harris said. In the past months Guardian Advice has attracted independent advisers from small dealer groups, as well as planners working for big institutions. "We are seeing a first wave of advisers who ...

Centrepoint optimistic after completing AAP acquisition

LAURA MILLAN | TUESDAY, 8 OCT 2013

... face a number of client claims and spent $4.9 million to cover the claims in relation to the performance of some of its advisers. The expenses affected Centrepoint's performance, which reported a net loss after tax of $4.2 million in financial year 2013. ...

Advisers to get social media insight at AFA Conference

LAURA MILLAN | TUESDAY, 8 OCT 2013

... AFA Conference, which will be held on the Gold Coast from October 12 to 15. Zurich research shows that nearly 25% of advisers are using Twitter and Sagolla's appearance at the AFA Conference is aimed at increasing the number of financial planners using ...

Industry funds ask for specialised SMSF adviser training

LAURA MILLAN | THURSDAY, 3 OCT 2013

... SMSF advice to have its own specialist knowledge section within Regulatory Guide 146 on Training of Financial Product Advisers. "AIST and ISN recommend that ASIC conducts CTA research to identify the knowledge topics which are relevant to SMSFs, in particular ...

PAGE:

662

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.

Videos

Brought to you by

The market has changed. The opportunity hasn't.

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Product showcase: A guaranteed future

Strength amid noise

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Maintaining a fundamental focus in a world obsessed with the short term

Follow the leaders

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

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.

READ MORE

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 ...

READ MORE

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.

READ MORE

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.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Geelong

Featured Profile

MORE PROFILES

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.

READ MORE