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Showing 6861 - 6870 of 9822 results for "Advisers"

Technology drives US client adviser loyalty

ALEX DUNNIN | MONDAY, 20 MAY 2013

Most advice clients are much more loyal to their advisers than the firm they represent, and the way highly regarded advisers use technology is a major driver of this loyalty, reveals a US study. The 'Proving your Worth: Uncovering the Traits of the ...

Planner numbers drop on FoFA changes

ALICE URIBE | FRIDAY, 17 MAY 2013

... had its license revoked by the Australian Securities and Investments Commission (ASIC) in February this year, had 186 advisers Keevers said. According to the research AMP Financial Planning is the biggest group with 1,691 planners, followed by Millennium ...

Suncorp Advice appoints practice development manager

MARK SMITH | THURSDAY, 16 MAY 2013

... self-employed advisory channel in Queensland. Based in Brisbane, Frawley is responsible for partnering with Suncorp-licensed advisers in Queensland to help them grow their business and introduce best practice procedures to improve the quality of advice ...

Advice proposition props up mortgage broker market share

MARK SMITH | THURSDAY, 16 MAY 2013

... or a product provider and going to a mortgage broker," he said. Naylor added that MFAA members were now called 'credit advisers' to reflect the value they add to their customers. "What's interesting is that the focus on advice has been happening without ...

'Product agnostic' netwealth announces record growth

JAMES FERNYHOUGH | THURSDAY, 16 MAY 2013

Five new funds added to FirstChoice platform

MARK SMITH | TUESDAY, 14 MAY 2013

... and investments Peter Chun said. "We remain committed to enhancing our FirstChoice platform and providing more value to advisers and clients along with greater access to market leading investment products," he said. CFS will also rename its FirstChoice ...

Managed funds survive ETF growth

LAURA MILLAN | MONDAY, 13 MAY 2013

... ETFs to continue strong growth and to reach 79,000 investors by the end of 2013. However, the use of ETF options among advisers is growing at a slow rate and the number of people investing in ETF through advisors grew only by 1,000 in 2012, while the ...

No middle ground post-FoFA

LAURA MILLAN | MONDAY, 13 MAY 2013

... absorbed by the larger players," he said. Clayton said that it is part of a "constant cycle" within the industry, with advisers joining bigger groups and later going out on their own. FoFA, however, has increased the number of adviser firms willing to ...

NAB Wealth profits stable

MARK SMITH | THURSDAY, 9 MAY 2013

... heads up the wealth unit, said that adviser numbers increased against March 2012 as the business continued to attract advisers from competitors. Overall the bank saw its cash profit rise 3% to $2.9 billion, performing in line with analysts expectations. ...

GSAM builds third party distribution team

STAFF WRITER | THURSDAY, 9 MAY 2013

... previously at RARE Infrastructure. He will be responsible for relationships with key accounts, dealer groups, platforms and advisers. He has 10 years' experience in the financial services sector having previously worked with institutional and wholesale ...

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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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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

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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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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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