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Showing 7641 - 7650 of 9822 results for "Advisers"

ASIC looks to reshape retail advice

ELISE BURGESS | FRIDAY, 29 JUL 2011

... consumers and the profession," said Mark Rantall, chief executive, FPA. Rantall also said the paper was yet to answer how advisers who provide holistic advice can maintain a successful business with scaled advice as it limits the "range of considerations ...

Adviser fee structures hit the spotlight

ALISON BEVEGE | THURSDAY, 28 JUL 2011

Fee structures for financial advisers was a hot topic at a national roadshow in Sydney yesterday with revelations that asset-based fees could not be charged on geared clients. Stewart Bell, executive consultant from Elixir Consulting, gave a detailed ...

Industry uncertainty limits MDAs

ELISE BURGESS | THURSDAY, 28 JUL 2011

Lack of compliance understanding and industry-wide consensus is hindering advisers from using managed discretionary accounts to their full potential, but new reforms may soon push them into the spotlight, said Institute of Managed Accounts Providers. ...

Coaching tips invigorate adviser roadshow

ALISON BEVEGE | WEDNESDAY, 27 JUL 2011

Financial advisers were treated to a magical list, staff empowerment and "I've got the cookie" in a memorable coaching session on how to build an award-winning business at the Association of Financial Advisers national roadshow in Sydney today. Steve ...

Lonsec research head exits for Morningstar

ELISE BURGESS | TUESDAY, 26 JUL 2011

... Investment Services, Count Wealth Accountants, Westpac Financial Services, Australian Financial Services, Genesys Wealth Advisers, Aon Hewitt Financial Advice, Suncorp Financial Planning, Lonsdale Financial Group, Infocus Money Management, Consultum ...

Planners remain wary of switching cash to equities

MATT WOODINGTON | MONDAY, 25 JUL 2011

Financial advisers remain tentative on the outlook for equity markets although more than half surveyed by Zurich are thinking about reducing the amount of cash in client portfolios. Zurich spoke to 300 advisers nationwide with 59% "indicating a potential ...

Astarra director convicted by NSW Supreme Court

ALISON BEVEGE | MONDAY, 25 JUL 2011

... accounts in offshore tax havens Liechtenstein and the Caribbean island of Curacao, the court reportedly heard. Financial advisers reportedly tendered character references for Richard including Wollongong planners Colin Warne of Dominion, who was himself ...

Advisers expect profits to climb 10pc despite FOFA

ELISE BURGESS | MONDAY, 25 JUL 2011

Advisers expect profits to climb by 10% in the next financial year with optimism within the industry at record high levels, despite talk of regulatory doom and gloom plaguing its future. The Macquarie Practice Consulting's 2011 Financial Planning Practices ...

Praemium renews with MSSB

LOREN RUGEBREGT | FRIDAY, 22 JUL 2011

... traditional wrap account and master trust providers," he said. Naoumidis said MSSB executes trades for research that financial advisers can use with their investors. "They are a significant, well-resourced global operator and an association with Morgan ...

Zurich launches program to match demographic trends

ELISE BURGESS | FRIDAY, 22 JUL 2011

... contrary to adviser demographics. "This proportion has nothing to do with rising age of the adviser workforce, in fact, our advisers demographics are getting younger, coming down in recent years." "So it is clear that there is a growing need to cater ...

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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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When geopolitics becomes a portfolio risk

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Tania Milnes

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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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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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