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Showing 7301 - 7310 of 9822 results for "Advisers"

Lifeplan upgrades investment offer

LINDA HAUSKEN | FRIDAY, 4 MAY 2012

... investment option menus. According to Lifeplan, the NextGen bond offers a strengthened menu of investment options for advisers and clients. "It now has 38 investment options from leading Australian and international fund managers across all asset classes. ...

Clarity needed for FOFA opt-in exemption

RACHEL DAVIS | FRIDAY, 4 MAY 2012

... from opt-in requirements has created further confusion in an already uncertain environment, according to Minter Ellison. Advisers who choose not to, or who fail to qualify for the opt-in exemption will still be required to seek active consent from their ...

Macquarie Step now available on Macquarie Wrap

RACHEL DAVIS | FRIDAY, 4 MAY 2012

... are not required to make interest payments and are able to use their own capital to invest. With the click of a button advisers will be able to allocate clients' funds into different Macquarie Step Series. There is no paperwork required making the process ...

ASIC warns industry about misusing term independent

LINDA HAUSKEN | THURSDAY, 3 MAY 2012

... tolerate them being mislead on the important issue of the independence of financial system gatekeepers such as financial advisers and insurance brokers. "This action puts the broad financial services industry clearly on notice about ASIC's expectations. ...

Guardian Advice recruits four new practices

RACHEL DAVIS | THURSDAY, 3 MAY 2012

... repositioned as a risk-focused dealer group aligned to growth-oriented advice practices, with a philosophy to enable advisers to "do business their way." "Australia's advice landscape is highly competitive, and with the regulatory changes facing the ...

S&P Indices expands fixed income

MELANIE TIMBRELL | WEDNESDAY, 2 MAY 2012

... are there any in the pipeline? No. The fixed income market still needs to evolve somewhat here in Australia." Educating advisers on the value of fixed income is still an area of primary concern for S&P, who say they will continue to move ahead of the ...

ASIC flags guidance on code approval

MELANIE TIMBRELL | WEDNESDAY, 2 MAY 2012

... Bill. Under recent changes, the Australian Securities and Investments Commission (ASIC) would have the ability to exempt advisers from the opt-in obligation if the regulator was satisfied that the adviser was signed to a professional code that 'obviates ...

FPA calls on ASIC for clearer advice definitions

LINDA HAUSKEN | WEDNESDAY, 2 MAY 2012

... not surprising - consumers are rarely experts when it comes to complex financial issues, and they are looking to trust advisers on these matters. "But more often than not consumers tended to over-estimate quality, which obviously does not facilitate ...

SFG makes Victorian acquisition

BEN COLLINS | WEDNESDAY, 2 MAY 2012

... Financial Services, a financial advice firm and related entity Spencers Accountants, both of which are based in Victoria. The advisers, accountants and support staff of the two firms will become employees of SFG Australia after the date of transaction ...

AFA launches revamped website

BEN COLLINS | TUESDAY, 1 MAY 2012

The Association of Financial Advisers has launched a revamped website to better connect members, following development of its multi-platform social media presence. "We've completely rebuilt the website from the ground-up, with the intention of providing ...

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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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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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