Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 976 results for "Forum"

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... turning to separately managed accounts (SMAs) to service clients. Conversely, the recent Financial Standard Managed Accounts Forum heard what prevents advisers from adopting SMAs. Citing research from SSGA and Investment Trends, the main concern amongst ...

ACCC urges parliament to pass new merger laws

ELIZA BAVIN  |  MONDAY, 4 NOV 2024
ACCC chair Gina Cass-Gottlieb has told the Gilbert and Tobin Financial Services Forum that the ACCC has been advocating for reforms to merger control in Australia for years and urged the government to pass the reforms. "These reforms are particularly ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... benefit from, it needs to really show that it's prioritising the client's best interests," she told the annual AFCA Forum last week. AFCA typically uses Regulatory Guide 175 Licensing: Financial product advisers-Conduct and disclosure to assess ...

CSLR warns adviser levy will balloon

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... cough up more than $20 million in FY26, which will exceed the subsector cap, the CSLR announced at its inaugural Industry Forum. The levy estimate is "complex and heavily dependent" on estimates of how many complaints will be resolved by the Australian ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. Asked about winning strategies in preparation for the transfer, Financial Edge Group chief executive Martin McGrath ...

GSFM hires retail business head

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... Standard MAX award for Distribution Executive of the Year. He is also a faculty partner with the Portfolio Construction Forum. At GSFM, Williams will execute the retail distribution strategy. His responsibilities include dealing with research houses ...

Megatrends impacting portfolio construction: Mercer

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... trends investors need to take into consideration when building clients' portfolios at the Financial Standard Managed Accounts Forum. Jacques said there are several structural trends playing out across asset classes as well as inflationary pressures and ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. After surveying financial advisers, in partnership with Investment Trends, SSGA found that the main concern amongst advisers ...

QIC replaces real estate managing director

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... is also a non-executive director of the Children's Cancer Institute, a member of the National Construction Industry Forum, and is currently vice president of the Property Council of Australia. Incumbent Michael O'Brien steps down from the position ...

MLC investment chief shares portfolio plans

ANDREW MCKEAN  |  THURSDAY, 25 JUL 2024
MLC chief investment officer Dan Farmer has told an investment forum that while there have been times when diversifying felt like sacrificing returns, it's now being rewarded. For equity markets, a big driver of portfolio returns, Farmer said that MLC ...