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Showing 9101 - 9110 of 9826 results for "Advisers"

Advisers have 30 days to issue SoA

HAMISH MADDEN | TUESDAY, 19 JUN 2007

... their super in the lead-up to the 30 June deadline. Class Order 07/447 Temporary extension of time for SOA delivery means advisers are now obligated to issue an SoA within 30 days of advice being given, however all other rules and regulations remain ...

SEQUAL to boost reach through education

CHRIS NICHOLLS | TUESDAY, 19 JUN 2007

... course, run by the Over Fifty Group, joining those run by the MFAA and fellow lender Bluestone. "Brokers and financial advisers need to understand this new product category, how their clients might benefit from reverse mortgages, and how to best manage ...

Advice shortage shows system is failing: TOWER

ALEX DUNNIN | FRIDAY, 15 JUN 2007

... that when even a basic Statement of Advice (SOA) document costs an adviser as much as $1250 to prepare, then very few advisers can really afford to see clients unless they have large amounts of investable assets. For these smaller customer, we obviously ...

SELECT announces head of distribution

HAMISH MADDEN | FRIDAY, 15 JUN 2007

... specialist fund managers puts us in an ideal position to deliver products that meet the objectives of our investors and their advisers."

AFA conference to focus on world-class practice

CHRIS NICHOLLS | THURSDAY, 14 JUN 2007

The Association of Financial Advisers (AFA) today unveiled the program for its 2007 National Conference, with the theme of building a world-class advice business. Held 14-16 October at the Crowne Plaza Royal Pines on the Gold Coast, the program includes ...

New look diversified funds recommended: Lonsec

... Challenger Managed Investments and Schroder Investment Management Australia, and passive manager State Street Global Advisers Australia. Aberdeen Asset Management was chosen to manage the Australian fixed income and cash funds. "The retention of the ...

Macq buys half of Olicc

... has acquired 50 per cent of Olicc Technologies. Under the deal, Olicc and Coin will work together to provide financial advisers with back-office software to track and manage the day-to-day running of a planner's operations. Olicc developed Comtrac in ...

MLC builds flexibility into MasterKey

HAMISH MADDEN | THURSDAY, 7 JUN 2007

... to pension accounts. "Transition to retirement strategies are going to be one of the biggest focus areas for financial advisers in the next few years and we have built our new pension products to facilitate financial planning strategies around this," ...

'Tis the season to be philanthropic

CHRIS NICHOLLS | TUESDAY, 5 JUN 2007

... about charitable giving in Australia, the site provides a helpdesk, accredited training, a directory of professional advisers, a technical reference paper and handbook for advisers from different fields. Tim Hardy, director of Enrich Australia, said. ...

Planners should not face criminal charges: FPA

HAMISH MADDEN | MONDAY, 4 JUN 2007

The Financial Planning Association (FPA) is arguing for the removal of criminal sanctions for advisers who fail to provide disclosure to clients, claiming the current regime is "excessive, unjust and contributes to fear and uncertainty". In a submission ...

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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

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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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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

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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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Jessica Sclafani

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Rethinking default design in a changing market environment

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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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