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Showing 9181 - 9190 of 9826 results for "Advisers"

CFS raises its glass to $30b for FirstChoice

HAMISH MADDEN | WEDNESDAY, 13 DEC 2006

... complemented with award winning service," Bissaker said. "It is extremely satisfying to see that this premise is valued by advisers and investors. We thank them for their support in making this a great year for FirstChoice." Bissaker said more FirstChoice ...

New tool to benchmark personal financials

HAMISH MADDEN | WEDNESDAY, 13 DEC 2006

... Turek, who said, "The service exists to help consumers become more interested and better understand their finances and for advisers to have richer discussions with both existing and prospective clients". Wealth benchmarks can be accessed at www.wealt ...

FUM climbs to $1.3 trillion trumping national debt

ALEX DUNNIN | TUESDAY, 12 DEC 2006

... exceeds $1.1 trillion. Colonial is the largest funds manager with $96 billion, followed by AMP, MLC, State Street Global Advisers and ING. In a sign of things to come however, the Future Fund with an estimated $35 billion in unallocated cash would be ...

Pentacle expands distribution through planning groups

HAMISH MADDEN | TUESDAY, 12 DEC 2006

... products. Pentacle announced it had entered into agreements with a range of groups, including Core Concepts, Synchron Advisers, Financial Index, Wealth Retirement Solutions and CFL. Rohan Kerr, Director Pentacle Property Funds Management, said the strategy ...

Rainmaker's CompareOnline now compares 385 super funds

ALEX DUNNIN | MONDAY, 11 DEC 2006

... funds representing 18 million members and $460 billion in assets. "SelectingSuper's CompareOnline provides financial advisers, paraplanners and superannuation funds with a specialised product comparison and research tool. It also lets them create, customise ...

AAA and Questus marching to the same drum

HAMISH MADDEN | FRIDAY, 8 DEC 2006

... one of the country's largest non-aligned planner networks. The strategic alliance encompasses AAA's stockbrokers, life advisers, mortgage brokers and financial planners and Questus' EPIC financial planning business and Questus Funds Management business. ...

Awards to recognise the best in life insurance

HAMISH MADDEN | FRIDAY, 8 DEC 2006

The Association of Financial Advisers (AFA) and Plan For Life have launched the Life Insurance Company of the Year Product and Service Quality Awards 2006. The awards will be held annually and will recognise the top pranked life insurance companies ...

Planner PI insurance reforms unclear: AFA

... through unchanged may be quite severe. Setting in place minimum levels of cover for PI [professional indemnity] for small advisers while exempting those who are with large licensees may well have the unintended consequences of forcing advisers into the ...

Patersons' poor compliance under review

... funds through poor compliance practices. ASIC said it was concerned that Eric Hawley and Scott McAlister, while they were advisers initially with Ord Minnett Securities and from late 2004 and early 2005 with Patersons, may have operated discretionary ...

DIY funds tail the experts

... fund. "The average allocation to cash and short-term deposits is only 12.6 per cent. Most of our clients use financial advisers and they get advice on their asset allocation." But McIlroy added that performance is just one part of equation. "When our ...

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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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