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Showing 9131 - 9140 of 9826 results for "Advisers"

Advisers want transparency from licensees

ALEX DUNNIN | MONDAY, 7 MAY 2007

... Services Australia (FPS). "Some adviser practices are charging up to $400,000 a year to their dealer groups. It's forcing advisers to really question what they are getting," said Wise. Wise said the fundamental issue is whether the licensee sees their ...

ATO approves ING monthly life payouts

CHRIS NICHOLLS | MONDAY, 7 MAY 2007

... income. Mark Vilo, ING's head of marketing & retail products, life risk, said the ruling was a major breakthrough for advisers and clients who want to manage the distribution of benefits to dependents and safeguard their estate planning. "This ruling ...

AFA launches third annual rising star awards

CHRIS NICHOLLS | FRIDAY, 4 MAY 2007

... Star Award complements the ongoing AFA GenXt program that is being run around Australia. Together, the AFA offers young advisers the ability to learn, grow and be recognised. "A significant portion of new members to the AFA are under 40, and we want ...

BT Margin Lending booming

... a rapid pace. "Growth in margin lending continues at a very strong rate," he said. "This is being driven by financial advisers working with clients to increase their exposure to the equities markets while also tapping the potential tax effectiveness ...

LIFT's SMSF gearing product on the up

CHRIS NICHOLLS | THURSDAY, 26 APR 2007

... many of the limitations of geared equity funds and installment warrants. "SuperLIFT is an open-ended facility allowing advisers to tailor each client's requirements, such as the portfolio composition, leverage levels, investment term, corporate action ...

AFS increases stake in Salisbury

CHRIS NICHOLLS | THURSDAY, 26 APR 2007

... critical to the future direction and expansion planned for AFS," he said. TSG chairman, Professor Tom Valentine said; "All advisers will benefit from the breadth and diversity of the combined approved product list, while having access to the best compliance ...

Millennium3 acquires Mawson Group

HAMISH MADDEN | TUESDAY, 24 APR 2007

ING-owned Millennium3 has acquired Mawson Group Australia, with Mawson's 104 advisers being transitioned to Millennium3 in coming months. The acquisition was approved by Mawson shareholders and the conditions of the deal should be satisfied by 30 June. ...

Vanguard puts case for passive-active allocation

... visit to Australia, Nelson Wicas, a US based principal at Vanguard's asset allocation division, told local financial advisers about the "core and satellite" approach to investing. It is a model used in the US where around 60 per cent of investor funds ...

Midwinter appoints ex-Advance head of technical

HAMISH MADDEN | FRIDAY, 20 APR 2007

... permanent move ensures that Midwinter will continue to develop best-of-breed strategic and compliance solutions for financial advisers".

AMP Capital goes for retail sustainability

CHRIS NICHOLLS | FRIDAY, 20 APR 2007

... Capital Private Clients now manages more than $100 million directly for Australian retail investors and their financial advisers.

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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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