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Showing 7331 - 7340 of 9822 results for "Advisers"

Small-caps beat index but approach with caution

ELISE BURGESS | TUESDAY, 10 APR 2012

... large-cap stocks. "When markets sell off, small-caps typically decline substantially in systemic fashion, and investors and advisers should consider any investment in small-cap Australian shares to be a higher-risk proposition than in large-caps," said ...

Vanguard launches bond ETF

MELANIE TIMBRELL | THURSDAY, 5 APR 2012

... fixed interest ETF to its stable with an Australian Government Bond ETF based on the UBS Index. Targeting investors, advisers and institutions, the new exchange traded fund (ETF) is a share class of the existing Vanguard Australian Government Bond Index ...

CFP adviser offers ASIC EU

ELISE BURGESS | THURSDAY, 5 APR 2012

... decide to re-enter the financial services industry. ASIC's investigation into the conduct of several other former CFP advisers is continuing. On October 25 2011, ASIC accepted an EU from CFPL requiring them to conduct a comprehensive review of their ...

WealthSure selects OneVue UMA platform

MELANIE TIMBRELL | WEDNESDAY, 4 APR 2012

... protected and model portfolio products. "The OneVue UMA platform can administer more products than most, which enables our advisers to differentiate their service and provide clients with a complete view of their total wealth position as all assets and ...

Social media strategy works: FPA

ELISE BURGESS | WEDNESDAY, 4 APR 2012

Social media use by the financial planning community is a simple, smart way for advisers to stay on top of new regulatory developments, exchange ideas and benefit their own practices according to the FPA. Latest figures released by the Financial Planning ...

ASIC strikes against currency trader

MELANIE TIMBRELL | TUESDAY, 3 APR 2012

... provided to clients. Since 2004, Hassell has been an authorised representative at different times for Pivotal Financial Advisers Ltd, Guardian FP Ltd, AAA Shares Pty Ltd, AAA Financial Intelligence Ltd and most recently, 101 Wealth Solutions, who revoked ...

ECT assessments spike on government cap decision

MELANIE TIMBRELL | MONDAY, 2 APR 2012

... according to the ATO report. Dunn said that a reduction in the amounts by which people are exceeding the cap indicated that advisers and trustees, in addition to members, are acknowledging the importance of properly planning and managing contributions. ...

ClearView moves on IFA market

MELANIE TIMBRELL | MONDAY, 2 APR 2012

... practices that have joined ClearView are TSG Financial Solutions, East Coast Consultants and Knightcorp, taking the number of advisers in the dealer group to 66. The addition to seven more dealer groups' approved product listings (APLs) relates to ClearView's ...

IOOF cuts DKN platform fees

ELISE BURGESS | FRIDAY, 30 MAR 2012

... said the move was to reinforce its commitment to its relationship with BT Financial Group while also benefitting DKN advisers and their clients. DKN holds over $5.5bn BT Wrap funds under advice, being one of BT Wrap's largest clients. "The feedback we ...

Advisers told to rethink growth asset allocations

MELANIE TIMBRELL | THURSDAY, 29 MAR 2012

Advisers should rethink growth asset allocations and prepare to protect portfolios against fiscal constraints, delegates heard at an industry event. These were two key messages from global investment manager PIMCO, delivered at yesterday's Adviser's ...

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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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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 ...

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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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