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

READ NOW

Search Results

Showing 9041 - 9050 of 9826 results for "Advisers"

To tailor or not to tailor

CHRIS NICHOLLS | WEDNESDAY, 3 OCT 2007

... practice. "In a lot of cases, there's not a lot of logic to actually building a portfolio. I think quite often, what we see advisers try to do is fit clients into their portfolio model, as opposed to fit the model to the client's needs." As a result ...

The many faces of income

MICHAEL HOBBS | FRIDAY, 28 SEP 2007

... Securities fund has invested in assets that have returned 20 per cent in the year to end of August. "Investors and their advisers have changed their views on what is considered defensive investments outside of cash," he said. "Ten years ago, many people ...

Margin loan changes more than marginal

ALEX DUNNIN | WEDNESDAY, 26 SEP 2007

... service provider LIFT Capital as he explained how the loan thresholds are being adjusted. "Some providers are writing to advisers and clients and telling them that if you have a loan of less than $50,000 you will be charged as if you have borrowed $50,000." ...

MLC to brandish ISO 9001 logo

MICHAEL HOBBS | TUESDAY, 25 SEP 2007

... MLC, said. Miller added that an external assessment conducted by SAI Global is an important step in helping MLC-aligned advisers to be independently recognised as having international best practice systems and processes. The program builds on MLC's existing ...

Bannned AFS planner to appeal

CHRIS NICHOLLS | MONDAY, 24 SEP 2007

... AFS has expressed disappointment over the Australian Securities and Investments Commission decision to ban one of its advisers, Michael Parker, and said it will support his appeal to the Administrative Appeals Tribunal. ASIC banned Parker after it found ...

IOOF gets direct

CHRIS NICHOLLS | THURSDAY, 13 SEP 2007

... expecting a number of companies to look at doing it," he said. "The sort of facilities we're after is the ability for advisers to acquire and dispose of direct shares on behalf of their investors, the ability for the investor to participate in corporate ...

Core-satellite investing gets the balance right

MICHAEL HOBBS | THURSDAY, 13 SEP 2007

Index manager Vanguard Investments has urged advisers to use the core-satellite approach to boost returns and reduce the volatility of their clients' portfolios. A popular model in the US, core-satellite investing combines a 'core' portfolio of indexed ...

Good software frees advisers to advise

ALEX DUNNIN | WEDNESDAY, 12 SEP 2007

... software is that it allows planners to spend more time with clients and less on administration, the Australian Financial Advisers (AFA) Future of Financial Planning Technology luncheon club heard yesterday. Modern software is making this happen by creating ...

Consultum calls in the cadets

CHRIS NICHOLLS | WEDNESDAY, 12 SEP 2007

Consultum Financial Advisers has introduced a cadetship program to counter the growing talent shortage in the adviser industry. The program will provide financial assistance and a dedicated training program for existing financial practices that appoint ...

IOOF shifts paperwork online

CHRIS NICHOLLS | MONDAY, 10 SEP 2007

... within the next couple of months. Everingham also said IOOF will make all of its reports and client data available for advisers to download, most likely by November this year. "We're allowing adviser groups to download reports and client data in bulk ...

PAGE:

905

Federal Court lifts Merhi's travel ban

KARREN VERGARA

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

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

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

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

Strength amid noise

Product showcase: A guaranteed future

Follow the leaders

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

The market has changed. The opportunity hasn't.

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

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

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