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Showing 8481 - 8490 of 9822 results for "Advisers"

TC Growers closer to buying Timbercorp assets

RUTH LIEW | TUESDAY, 11 AUG 2009

... assets and interests of Timbercorp, noted the statement. Last month, the consortium was in talks with investor growers and advisers across the country's capitals in a bid to gauge the appetite for the sale of Timbercorp's assets to TC Growers. The growers ...

Paraplanners left out of planning reforms, for now

MICHAEL HOBBS | TUESDAY, 11 AUG 2009

... could soon change. Bloch said paraplanners shouldn't have to meet the same education levels as financial planners and advisers because they aren't client facing and don't sign off on statements of advice (SoA). But she didn't rule out mandating a set ...

FPA and AFA call for reform

COMPANY RELEASE | MONDAY, 10 AUG 2009

In a sign of solidarity, the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are pushing for the same regulatory reform, including the need for advisers to be members of a professional body. While the FPA and AFA ...

Leverage key to recovery: UBS

RUTH LIEW | MONDAY, 10 AUG 2009

... comes back, the boom times won't return full force," he said. Small believes that there's still a "big proportion" of advisers who are sitting on their hands and dealing with the issues of clients reeling from their investment losses. Meanwhile the market's ...

Planning firms on buying spree

RUTH LIEW | FRIDAY, 7 AUG 2009

... earlier this week that it had made its eleventh acquisition through a 25 per cent purchase in planning firm, Evolution Advisers. In May, Ipac Securities announced it was eyeing the Cairns, Canberra, Gold Coast and South Australian markets for its next ...

Ripoll Inquiry must build on FSR progress: AFA

RUTH LIEW | THURSDAY, 6 AUG 2009

... good financial advice, warns a key industry association. Richard Klipin, chief executive of the Association of Financial Advisers, warned that making sweeping changes to the current FSR arrangement could negatively impact the fundamentals of a system ...

How planners can cope with redundancy

RUTH LIEW | WEDNESDAY, 5 AUG 2009

... stories and how to start all over again. It is targeted towards a general audience, and can be used as an aid for financial advisers with clients who are facing redundancies.

Intra-fund advice relief opens super funds to lawsuits

MICHELLE BALTAZAR | TUESDAY, 4 AUG 2009

... best, it is informed guidance because 'advice' under the Corporations Law has a precise meaning and independent financial advisers (IFA) have to operate under that framework," said Steve Browning, executive manager at Guardian Financial Planning and ...

Advisers put LPTs back on watchlist

RUTH LIEW | TUESDAY, 4 AUG 2009

The increasing numbers of capital raisings and a bounce back in value of the LPT sector is drawing more advisers to LPTs again. Linden Toll, executive director at LMW Invest, said while retail investors are still wary about returning to the LPT market ...

Count buys Evolution Advisers

COMPANY RELEASE | TUESDAY, 4 AUG 2009

Countplus has made its eleventh acquisition through a 25 per cent share purchase in planning firm, Evolution Advisers. Countplus, part of the ASX-listed Count Financial Limited, announced the acquisition details yesterday. Evolution Advisers has been ...

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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

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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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