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Showing 8281 - 8290 of 9822 results for "Advisers"

Magill joins Matrix

RUTH LIEW | TUESDAY, 16 MAR 2010

... others. Sydney-based dealer group Matrix is led by managing director Rick Di Cristoforo, and has more than 90 financial advisers across Australia. The firm has $39 million in in-force insurance premiums.

Vanguard appoints MD

COMPANY RELEASE | MONDAY, 15 MAR 2010

... Financial Advisor Services group, and more recently, began development of a new global line of business focused on financial advisers and other intermediaries, with an emphasis on ETFs. From 1991 to 2004, James held senior positions with prominent Australian ...

BT Wrap tackles bigger bulk order trading

COMPANY RELEASE | MONDAY, 15 MAR 2010

BT Wrap has introduced a new multi-client bulk order trading facility to improve its platform services to advisers. The new Multi-Client Bulk Order equities trading functionality includes the ability to buy or sell a single listed security for up to ...

CSSA defends advice role in super

MICHAEL HOBBS | MONDAY, 15 MAR 2010

... has around 30 individual members so far. It is understood that there are around 1,500 specialist corporate super fund advisers in the local market. The alliance does not endorse trail or upfront commissions, product overrides and shelf space fees.

ABCs of advice at MLC

COMPANY RELEASE | FRIDAY, 12 MAR 2010

MLC is launching its own advice business school to help salaried advisers branch out on their own and succeed in their business. According to a press statement, the MLC Advice Business School provides the training and support necessary for a salaried ...

Praemium targets new SMA service

RUTH LIEW | THURSDAY, 11 MAR 2010

... wrap," said Naoumidis. This development will come at a crucial time as some product providers phase out commissions for advisers, while other dealer groups are adopting fee-for-service models to their businesses. "The planners put a fee on top of [the ...

ING buys 20pc stake in Fortnum

PRESS RELEASE | THURSDAY, 11 MAR 2010

... Group but Miles said the backing will not affect the practice's business structure. Ray Miles, former Genesys Wealth Advisers managing director and now executive chair at Fortnum, said the institutional backing will not compromise the business' service ...

Advisers to boost political clout

RUTH LIEW | MONDAY, 8 MAR 2010

Licensees and advisers have a new platform to get a clear message to the Government about the value of advice, at a time when the retail industry "has been found wanting", said AFA chief, Richard Klipin. The new Licensee Leadership Forum (LLF) operates ...

Rise of mini-mandates

MICHELLE BALTAZAR | THURSDAY, 4 MAR 2010

... boutique structured products specialist, Instreet Investment, said he has been approached by several independent financial advisers (IFAs) and dealer groups that are looking for ways to stay in the market and capture long-term gains while avoiding short-term ...

Super has no competition, no innovation: ISN

ALEX DUNNIN | THURSDAY, 4 MAR 2010

... illustrations are, they are not contentious because it is widely accepted that Australia does not have enough financial advisers to reach all members of retail funds. In anycase, he said, the concept of commissions being seen as advice-related payments ...

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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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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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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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