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Showing 8961 - 8970 of 9826 results for "Advisers"

Ord Minnett adopts Ausmaq solution

RUTH LIEW  |  WEDNESDAY, 13 FEB 2008
... awarded the opportunity to work with the wealth management firm and deploy Ausmaq's fundstreme solution. "Clients and advisers [will] benefit from access to an extended range of wholesale managed funds, all delivered through a scalable operating model," ...

Navigator funds up 53pc

MICHAEL HOBBS  |  WEDNESDAY, 13 FEB 2008
... despite current market volatility. During turbulent times these is always a flight to quality as investors and financial advisers seek high quality partners."

PIS names Singapore head

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
... million in funds under management. PIAS adviser numbers grew by 56 per cent last year with the firm expected to surpass 500 advisers this year. Bennetts said PIS identified the Asian market as a key factor in the company's future development. "We have ...

Fiducian FP attracts HNW clients

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
... financial planning content has shifted to a higher level, we've moved to the more strategic side of planning, so our advisers are now more confident in dealing with clients of more high net wealth," Singh said. Singh said Fiducian was attracting more ...

Snowball rolls up three advice practices

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
... expand a financial planning business. "Purchasing practices is certainly not the only way to grow. It's tough to get good advisers but we have a strong planning career model on the back of para planning and our over the phone Outlook Direct service ...

Macquarie ushers new chief

... relationship spanning more than two decades. Meanwhile, Michael Carapiet, who is currently joint head of Macquarie Capital Advisers, will fill in Moore's position as head of Macquarie Capital. Michelle Baltazar

Goodall joins Plan for Life

MICHAEL HOBBS  |  FRIDAY, 1 FEB 2008
... managing director at Plan For Life, Goodall will facilitate implement PFL's Risk Online Quotation Service to the company's advisers. Prior to this position, Goodall was executive director as well as head of life insurance product and marketing at ING's ...

Client service before compliance: Bradley

MICHAEL HOBBS  |  FRIDAY, 1 FEB 2008
... transparency, not boilerplate disclosure, particularly about risk and risk management," he said. Bradley warned financial advisers and fund managers involved in "self serving practices and attitudes" that continue to receive high commissions regardless ...

ASIC charges Fundamental adviser

MICHAEL HOBBS  |  THURSDAY, 31 JAN 2008
... contract notes" for an investor. Braun is scheduled to appear in court on February 26 next month. Former Fundamental Group advisers Daniel Gara and Philip Allen have already received three year and 12 months financial advice bans in July last year and ...

Financial Synergy grows SMSF team

RUTH LIEW  |  THURSDAY, 31 JAN 2008
... has recruited a new business development manager in an effort to boost their SMSF administration services to financial advisers and accountants. Julian Grainger has joined the company as a BDM, and will report to FS general manager of administration ...

Editor's Choice

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.

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