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Showing 9081 - 9090 of 9826 results for "Advisers"

Members need help comparing funds: Newspoll

ALEX DUNNIN | THURSDAY, 26 JUL 2007

... recent Roy Morgan report that also found changing jobs was the main trigger for switching funds while affirming that advisers get involved in only a minority of these switches.

Plan B gets growing in New Zealand

HAMISH MADDEN | THURSDAY, 26 JUL 2007

... Plan B's growth strategy post-listing. Established in 1997, Polson Higgs is a firm of Chartered Accountants and business advisers operating on New Zealand's South Island with more than 120 staff and 3,000 clients. "Following our very successful listing ...

Macq Equities selects Praemium V-Wrap

... service launched by financial services technology specialist Praemium. A select number of Macquarie's planners and wealth advisers will now use V-Wrap following a successful and extensive pilot and testing program. Praemium Limited (ASX:PPS) is pleased ...

Canada next on PIS list

ALEX DUNNIN | TUESDAY, 17 JUL 2007

... work. This creates strong professional loyalties," said Bennetts. PIS boasts an Australian network of more than 1440 advisers and $16 billion in funds under advice.

AFS renews Oasis contract

CHRIS NICHOLLS | MONDAY, 16 JUL 2007

... successful fast growing dealer group and their commitment to quality financial advice and independence is attracting new advisers to their growing national network. "The market for platform services such as ours that can be adapted and personalised continues ...

Advisers urged to exit UBS Aussie fund

... Standard & Poor's Fund Services has downgraded the UBS Australian Share Fund from four to two stars and recommended that advisers find an alternative manager for their "core" Australian-equities investment. While UBS is not the only fund manager that ...

Alpha-beta separation boosts indexing

CHRIS NICHOLLS | FRIDAY, 13 JUL 2007

... Rainmaker. Today it is only marginally above 10 per cent. Darroch said the biggest opportunity for the sector lay with advisers moving to a fee-for-service model, as index funds' low costs meant no commission revenue for them. "I think more and more ...

Macq banks on appetite for gearing into super

HAMISH MADDEN | WEDNESDAY, 11 JUL 2007

... with self-managed super funds. 'With the phenomenal growth in funds flowing into superannuation over the past 12 months, advisers are now faced with the challenge of not only finding investments that are eligible for use within SMSFs, but also investments ...

AFS nails down Salisbury Group stake

HAMISH MADDEN | MONDAY, 9 JUL 2007

... businesses that share a common commitment to adviser independence and support will generate many benefits for our respective advisers," Daly said. "Furthermore, the unique position of AFS and TSG provides an exceptional value proposition for advisers ...

Plan to give: Perpetual

HAMISH MADDEN | MONDAY, 2 JUL 2007

... adviser can recommend charitable giving as a core component of their client's comprehensive strategic plan," Knowles said. "Advisers discussing charitable giving with their clients empowers them to grow a more holistic and enduring relationship with ...

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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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Christian Mueller-Glissmann

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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

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Does association membership still matter?

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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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Rethinking default design in a changing market environment

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Blake Briggs

CHIEF EXECUTIVE OFFICER
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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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