The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 8631 - 8640 of 9826 results for "Advisers"

US advisers keen on equities

COMPANY RELEASE | TUESDAY, 10 MAR 2009

US based research has found two in five local financial advisers are preparing for an equity market upswing and moving their client's portfolios into shares. Putnam Investments research of 600 financial advisers in the US found 53 per cent of respondents ...

Clients duck for income cover

RUTH LIEW | MONDAY, 9 MAR 2009

... compared with the same period a year ago. "The global financial crisis is a major concern for all and our network of advisers are reporting an increased number of clients who are interested in taking steps to protect their income as much as possible ...

Planners tune in to ETFs

RUTH LIEW | MONDAY, 9 MAR 2009

... can use to hedge currencies, short the market and fixed interest among others, he said. "The good news for fee-based advisers and their clients is that over time, more and more of these US ETFs will become available in Australia," he said. Baker says ...

AFA hits back at fee-for-service report

RUTH LIEW | THURSDAY, 5 MAR 2009

The Association of Financial Advisers has criticised the small sample size of a recent Rice Warner Actuaries report that highlighted Australians risk paying 13 times more for commission-based advice versus fee-for-service. Richard Klipin, chief executive ...

Local funds hold firm on US equities

MICHAEL HOBBS AND RUTH LIEW | WEDNESDAY, 4 MAR 2009

... slipping below 7,000, its lowest level in more than a decade. Melbourne based investment consultancy, JANA Investment Advisers head of investment outcomes, Ken Marshman, said the firm had not received any phone calls, nor did he expect any, from its ...

CORRECTION: Snowball expands corp super

MICHAEL HOBBS | WEDNESDAY, 4 MAR 2009

... over some of its competitors because the business is competent in employer and employee services. "Quite often we see advisers and consultancies that will go in there and look after the employers interests but they won't look after the employees' interest ...

Ready, set, activate: AXA

RUTH LIEW | WEDNESDAY, 4 MAR 2009

Inactive AXA clients can soon expect a phone call from their advisers asking about their insurance well-being as Australia's largest planning firm embarks on a client reactivation program. AXA introduced the new program at the end of December last year ...

XPLAN tops planners' list

RUTH LIEW | TUESDAY, 3 MAR 2009

... client financial status, fact finding, modeling and tax planning and risk research. "In the current economic climate, advisers are seeking simplicity and efficiency, and are strongly focused on enhancing client relationships," said Andrew Walsh, general ...

SMSFs get web upgrade

COMPANY RELEASE | TUESDAY, 3 MAR 2009

... provider Multiport has unveiled a string of upgrades to its self-managed super fund (SMSF) solution in a bid to help SMSF advisers. Following the upgrade, advisers who use Multiport can get daily information on each fund, including updated info on global ...

IOOF quadruples platform reach after Skandia buy

MICHELLE BALTAZAR | MONDAY, 2 MAR 2009

... (AWM) which IOOF is still in the process of merging with. According to Rainmaker Data, IOOF had more than 550 non-aligned advisers using its platform as of the September quarter compared to Skandia, which ranked third largest, with more than 1,880 non-aligned ...

PAGE:

864

Federal Court lifts Merhi's travel ban

KARREN VERGARA | 12:25PM

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI | 12:30PM

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO | 12:21PM

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI | 12:13PM

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

Videos

Brought to you by

Product showcase: A guaranteed future

The market has changed. The opportunity hasn't.

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Follow the leaders

Maintaining a fundamental focus in a world obsessed with the short term

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

Strength amid noise

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

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.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Geelong

Featured Profile

MORE PROFILES

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.

READ MORE