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Showing 9071 - 9080 of 9826 results for "Advisers"

The miseducation on research

ALEX DUNNIN | THURSDAY, 9 AUG 2007

... financial accounts etc," said Cruickshank. Independent research reports should therefore be used in conjunction with advisers to provide investors with reliable and impartial assessments of investment products, but advisers are also obliged to be aware ...

Russell bolsters adviser services team

ALEX DUNNIN | THURSDAY, 9 AUG 2007

... their financial dealer groups relationships team. Russell said the appointments reflect how their push into the financial advisers space is gaining traction particularly for their multi-manager, opportunistic, global property and 'higher alpha' alternative ...

Yes to commissions, no to shelf fees

CHRIS NICHOLLS | WEDNESDAY, 8 AUG 2007

... for service advice, payment for funds management and payment for administrative services, it said interactions between advisers, licensees and super funds needed to be disclosed more clearly. It also singled out advisers needing to disclose their ownership ...

Advisers post record growth

ALEX DUNNIN | WEDNESDAY, 8 AUG 2007

There are 1,500 more advisers operating in Australia than this time last year, the biggest jump in nearly four years, according to research from Rainmaker. This translates to there being nearly 18,000 advisers, up 9 per cent in the last 12 months. Rainmaker ...

ING finds insurance oasis

CHRIS NICHOLLS | MONDAY, 6 AUG 2007

... that we took. We hired an external consultant to run the process and invited tenders. They were analysed by a panel of advisers & which the external consultant managed & and a shortlist was presented to us to review." Lowe denied the choice came as a ...

Lonsdale rejects Count offer

... in 1985, Lonsdale is a dealer group with a network of more than 95 financial planning practices and over 250 financial advisers across Australia. Michelle Baltazar

ASIC to update planner training guidelines

CHRIS NICHOLLS | WEDNESDAY, 1 AUG 2007

... the ASIC Training Register. "We do not propose to fundamentally rethink our policy on the training of financial product advisers", ASIC's executive director of regulation, Malcolm Rodgers said. "The main focus of this review is to examine changes to ...

Sentiment to Aust shares stays high

ALEX DUNNIN | TUESDAY, 31 JUL 2007

... four survey respondents. Interestingly, super funds and master trusts were less upbeat about Australian equities than advisers and investment managers, but the reverse was the case for international equities. Super funds and master trusts and master ...

Managed accounts move one step closer to benchmarking

... working group that will help develop the standards for benchmarking managed accounts (MAs), in a bid to help financial advisers compare MAs in a uniform format. Ratings agency Morningstar has expressed interest in developing a ratings scheme and will ...

Zurich advisers log on to IRESS software

CHRIS NICHOLLS | FRIDAY, 27 JUL 2007

... AppCentral electronic life insurance application software across its adviser network. The life-insurance program allows advisers to complete proposals and submit them electronically. Andrew McKee, Zurich's Australian head of life risk insurance, said ...

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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.

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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.

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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 ...

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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.

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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.

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Advisers Big Day Out - Geelong

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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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