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Showing 9151 - 9160 of 9826 results for "Advisers"

AXA wins Life Insurer of the Year

CHRIS NICHOLLS | THURSDAY, 29 MAR 2007

... and Aviva being finalists. The awards were researched by Plan For Life and supported by the Association of Financial Advisers (AFA). Companies were judged in the key areas of product and service quality as judged by AFA members. The research process ...

CPA Australia and SEQUAL team up

HAMISH MADDEN | WEDNESDAY, 28 MAR 2007

... a legitimate purpose for these products when used in the right circumstances," Bowler said. "It's important that our advisers understand the nuances of reverse mortgages and provide the most accurate advice to their clients, who can then make informed ...

ING opens up alternatives

CHRIS NICHOLLS | WEDNESDAY, 28 MAR 2007

... David Kan, ING's Head of Product & Strategy, Personal Investments, said the new fund is tailored to meet the needs of advisers who are increasingly using or recommending alternative assets for their clients. "Clients are becoming more sophisticated ...

CBA fin services firing on all cylinders

... existing margin lending products, Bissaker said their version is easier to use and involves less paperwork. For example, advisers can fast track applications online, the loan approval process would generally be confirmed within 48 hours and there is ...

Praemium expands SMA reach into UK with Capita

ALEX DUNNIN | THURSDAY, 22 MAR 2007

... UK subsidiary, has signed a deal with Capita to offer separately managed accounts (SMAs) to UK independent financial advisers, wealth managers and financial institutions. SMAs are like super charged platforms that allow investors to customise their stock ...

SEC considers limits to private hedge funds investing

ALEX DUNNIN | WEDNESDAY, 21 MAR 2007

... strongly believes that investors deserve, and will benefit from, continued vigilant Commission oversight of investment advisers. We fully support the Commission's ability to take tough enforcement measures against investment advisers who defraud their ...

Partnership blooms between ipac and Flowers

HAMISH MADDEN | FRIDAY, 16 MAR 2007

... the Flowers Financial Group business, based in Sydney. Flowers consists of a team of 45 professionals, including five advisers, providing financial planning, legal, accounting and property investment services for $200 million of its clients' funds. Flowers ...

DMS' Adviser Online rolled out across Matrix

HAMISH MADDEN | FRIDAY, 9 MAR 2007

... development manager. Kurt Smythe, DMS sales and marketing manager, said their technology would reap immediate benefits for advisers. "Given the complexities of running a practice, Adviser Online really helps them [advisers] stay on top of things & it ...

Perpetual gears up retail investors

HAMISH MADDEN | WEDNESDAY, 7 MAR 2007

... wealth management, said he expected the new product to be popular. "We anticipate a strong uptake from investors and advisers looking to build wealth through gearing strategies, which will potentially provide tax advantages over the long-term."

Labor the party of wealth creation: Swan

ALEX DUNNIN | THURSDAY, 1 MAR 2007

... standardised." Importantly, these reforms will involve Labor working constructively all sides of the industry, especially advisers. "Labor recognises the value of advice; it can quite often make the world of difference to someone's standard of living ...

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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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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.

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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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