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Showing 7041 - 7050 of 9822 results for "Advisers"

Retirees must invest in equities: State Street

MARK SMITH | THURSDAY, 22 NOV 2012

... investors shouldn't underestimate the value of having growth assets in their portfolio, according to State Street Global Advisers (SSgA). Typically when saving for retirement investors are advisers to gradually step back their exposure to riskier assets ...

ASIC takes action against Storm adviser

BEN COLLINS | THURSDAY, 22 NOV 2012

... approved by ASIC. ASIC Commissioner, Peter Kell, said this outcome reflected ASIC's commitment to ensuring financial advisers met required standards and maintaining consumer confidence in the financial services system.

Upgrades to AMP's North platform

MARK SMITH | WEDNESDAY, 21 NOV 2012

... online transactions. Also added is the ability to generate up-to-the-minute online notifications to keep clients and advisers updated on the dividend and distribution dates of each fund on North's investment menu. The branding is in-line with AMP's strategy ...

AMP merges fin planning businesses

BEN COLLINS | WEDNESDAY, 21 NOV 2012

... ipac Managing Director Neil Swindells said integrating the Tynan Mackenzie business with ipac would deliver benefits to advisers and clients. "This decision has been made as part of an ongoing review to ensure we're providing the best advice proposition ...

CommSec consolidates adviser services

MARK SMITH | TUESDAY, 20 NOV 2012

... Services will remain completely independent of the CommSec service for direct investors to ensure that relationships between advisers and their clients are preserved.

WA planners reject big dealer groups

BEN COLLINS | TUESDAY, 20 NOV 2012

... dealer group Synchron has grown its presence in Western Australia by 50% since September this year, mostly by signing advisers who were fed up with a lack of service, said Bernie Fernandes, Western Australia state manager, Synchron. Many were promised ...

Advisers must change mindset in face of FoFA

MARK SMITH | MONDAY, 19 NOV 2012

... lesser profession than accountancy or being a solicitor," said Sheehan, managing director of MyAdviser. She says that many advisers, particularly those who have been bred from an insurance sales background, must face up to the revolution that is happening ...

Two boutiques merge to target SMEs

MARK STORY | MONDAY, 19 NOV 2012

... increased professional development opportunities for their employees. The partnership will see an increased number of advisers specialising in a broader range of services. "We are really excited about this partnership which will see our clients having ...

FPA awards Australia's best financial planners

MARK SMITH | MONDAY, 19 NOV 2012

... said he was chosen due to his willingness to embrace the code of ethics of the FPA and providing mentoring for young advisers through the Finanical Services Institute of Australia program. Meanwhile Mark O'Leary from Melbourne-based Eluvia was awarded ...

Adviser retraining delivers in spades: BT

MARK STORY | FRIDAY, 16 NOV 2012

A mentoring and retraining programme that's been rolled out to half the 450 financial advisers within the BT-owned dealer group, Securitor has already delivered a significant revenue (fees-based) boost after one year. Dubbed 'taking back control', Matt ...

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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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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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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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