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| | | Financial advisers must be wary of the pitfalls of setting up a disability trust, with many people who have a disabled dependent likely to lose their pension or insurance benefits without the right advice. In a number of cases, a client with a heavily ... |
| | | | ... an Investment Manager Regime (IMR) framework to provide an exemption for offshore funds engaging domestic investment advisers." It will align Australia's taxing rules with international practice, such as the United Kingdom's Investment Manager Exemption. ... |
| | | | ... $8 million in illicit commissions and fees. Warren Nadel, through his investment advisory firm Registered Investment Advisers and his broker-dealer Warren D. Nadel & Co. encouraged clients to invest in a purportedly liquid, cash management strategy that ... |
| | | | ... equities sector review we've performed progressively and as opportunities have presented themselves with our investment advisers, JANA," said Griffiths. IFP is an international equities manager that aims to provide investment returns while minimising ... |
| | | | The Association of Financial Advisers (AFA) has launched its own Queensland flood appeal through its charitable arm, the AFA Foundation. AFA Foundation chair Brian Boggs said the foundation extends its support to the victims of the floods currently ... |
| | | | In a sign of solidarity, Infocus Money Management advisers are working with their dealer group to help fellow Queensland planners whose businesses have been affected by the flood. Darren Steinhardt, managing director of Infocus, said the firm has over ... |
| | | | ... would have narrowed his role's focus, and as such opted to leave the firm. "[We will be] focusing more on getting more advisers to understand what we're doing, as there's quite a few who are interested in this space," said Australian Ethical's Thier. ... |
| | | | Bendigo and Adelaide Bank gives financial advisers a taste of what to expect from the group's newly-established platform, Trinity3, after the bank unveiled the first set of investment managers it intends to use for its model portfolios. Today the bank ... |
| | | | ... dealer group Synchron inks a growth strategy underpinned by the 'category killer'. The group, which currently has 176 advisers, plans to have 280 advisers by the end of 2013. It hopes to appeal to a larger adviser market through its culture of embracing ... |
| | | | ... product list for investment products and insurance offerings, product research for reviews, providing platform access to advisers and model portfolio creation. "Brendan is ideal for our current research area but also for some planned initiatives in the ... |
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