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

READ NOW

Search Results

Showing 7031 - 7040 of 9822 results for "Advisers"

Regal Long Short Aust EF 'highly recommended'

MARK STORY | TUESDAY, 4 DEC 2012

... Australian retail market in 2011 following the realisation there was a shortage of quality long short offerings available to advisers and their investors. "Very few fundamental managers in Australia have the shorting pedigree of Regal, and we felt that ...

Advisers leaving out ESG

BEN COLLINS | TUESDAY, 4 DEC 2012

Financial advisers should share some of the blame for the slow uptake of retail-level Environmental, Social and Governance investments by their clients, said industry insiders. It isn't necessarily true that responsible investments mean less return ...

Advisers' client numbers down

BEN COLLINS | MONDAY, 3 DEC 2012

... knowledgeable, easy to deal with and acting in the clients' best interests," Johnston said. Interestingly, given that advisers typically lose money on the bottom third of their book, he said most planners don't see smaller active client numbers as a ...

Advisers must gravitate from engagement to guidance: Mercer

BEN COLLINS | MONDAY, 3 DEC 2012

... give superannuation funds more scope to provide simple financial advice to their members, putting even more pressure on advisers to prove their worth, she said. Advisers need to move past the issue of engagement, and instead focus on getting their clients ...

Draft regulation released for Accountant Exemption

BEN COLLINS | THURSDAY, 29 NOV 2012

... small businesses by creating a significant opportunity for up to 10,000 accountants and the estimated 18,000 financial advisers who wish to grow and diversify their business," Shorten said yesterday in a statement. "Collapses such as TRIO highlight the ...

Vague ANZ wealth strategy disappoints

MARK SMITH | THURSDAY, 29 NOV 2012

... they demand more control over their finances. In response, she announced that ANZ Wealth's network of salaried financial advisers will double from 300 today, to become more inline with its competitors. "Our aspiration is to find new ways to engage with ...

Accounting firm takes on wealth management

STAFF JOURNALIST | THURSDAY, 29 NOV 2012

... fitted perfectly with my own approach and plans. "With clients increasingly seeking more holistic services from their advisers, a strategy that brings together the accounting and advice services of HLB Mann Judd, and my own financial planning skills ...

Superannuation needs change: Keating

BEN COLLINS | WEDNESDAY, 28 NOV 2012

... have the required level of investment expertise? "And by investment expertise I do not mean falling prey to financial advisers," he said. Keating also took a swipe at fund managers, saying that they invest too heavily in equities to boost their own fees ...

Flexibility not returns, drive SMSFs

ALEX DUNNIN | TUESDAY, 27 NOV 2012

... wealth sector has major ambitions for penetrating the SMSF sector, Rice said SMSF trustees were ambivalent about using advisers while no link was found between SMSF returns and their use of professional external advice. Despite the comprehensiveness ...

TAL crowned life company of the year

MARK SMITH | MONDAY, 26 NOV 2012

... and the ease of doing business with the providor. "The customer is at the centre of what's driving satisfaction among advisers with their life company in 2012, and rightly so," said Kristen Turnball, head of advice, wealth and super at CoreData. "The ...

PAGE:

704

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

Strength amid noise

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

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

The market has changed. The opportunity hasn't.

Follow the leaders

Product showcase: A guaranteed future

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

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