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Showing 7961 - 7970 of 9822 results for "Advisers"

Busy year ahead for industry groups

ELISE BURGESS | MONDAY, 17 JAN 2011

... primarily focus on FoFA's stance on the accountants' exemption, that is, the issue of the required registration for financial advisers. "We will be spending a lot of time on those aspects, obviously the exemption relates specifically to SMSFs so its ...

IRESS to launch iPad-friendly XPLAN

ELISE BURGESS | MONDAY, 17 JAN 2011

IRESS Market Technology plans to launch new iPad-based adviser tools that will allow advisers to operate solely on their iPad. "We've got new tools coming out specifically designed to allow the advisers to interact with the client on an iPad and face-to-face," ...

Shadforth unveils acquisition strategy

ELISE BURGESS | FRIDAY, 17 DEC 2010

... its funds under advice by ten per cent next year. Shadforth, currently with $7.5 billion in funds under advice and 120 advisers, is adopting a three-stage process to generate its own investment growth strategy. "We have three main areas that we are aiming ...

Platforms climb back from GFC to $399bn

ALEX DUNNIN | THURSDAY, 16 DEC 2010

... management FUM, noted the researcher in their latest Rainmaker Advantage report. Meanwhile Rainmaker found that the number of advisers over the past five years has increased 3 per cent per annum to reach 18,745. Christopher Page, Rainmaker managing director ...

Advisers must unite against AusFin

MEDIA RELEASE | WEDNESDAY, 15 DEC 2010

The Association of Financial Advisers (AFA) is calling on the profession to stand strong and united following the launch on 2 December of a powerful new group calling itself the Australian Financial Integrity Network (AusFin). AusFin counts amongst ...

Chinese fund on BT Investment Wrap

ELISE BURGESS | WEDNESDAY, 15 DEC 2010

... year. According to Mulligan, BT required a level of commitment before they would sign the product. "When we spoke to advisers, we found that we could easily satisfy that demand due to the great interest in China resulting from its high single digit GDP ...

Pay performance fees only, says $220b fund

JOHN MCDULING | TUESDAY, 14 DEC 2010

... manner," the statement said. A similar push is underway in Australia with Frontier Investment Consulting and JANA Investment Advisers, who between them advise on over $260 billion of investments, hoping to establish "fairer" fees for institutional investment ...

Banking on a super precedent

ALEX DUNNIN | MONDAY, 13 DEC 2010

... that if it can do this to banks, then concerns over banning commissions by much politically weaker critics in financial advisers and platform operators are hardly going to be a problem. The second is that if mortgage providers are to be required to present ...

Instos lead charge into ETFs

JOHN MCDULING | MONDAY, 13 DEC 2010

... perception that ETFs are the domain of the 'Mum and Dad' investor. "We have been encouraged by the response from financial advisers, direct investors and institutions towards the new funds, as they take advantage of greater choice now available in the ...

Avoid AMP Aussie shares fund: Morningstar

RUTH LIEW | THURSDAY, 9 DEC 2010

... instability in the investment team and high staff turnover as key reasons to the fund's rating. In a research note to advisers this morning, research house Morningstar said it was "disappointing to see that the game of musical chairs in the Australian ...

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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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