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Showing 9191 - 9200 of 9826 results for "Advisers"

Another appointment in AFS restructure

HAMISH MADDEN | WEDNESDAY, 6 DEC 2006

... "an open architecture infrastructure that is flexible, efficient and responsive". "AFS is committed to providing its advisers with resources and services that will significantly enhance their operational and client service activities," Daly said. "With ...

Paul Barrett to head up distribution at CFS

HAMISH MADDEN | MONDAY, 4 DEC 2006

... Bank. "Paul is currently heading Financial Wisdom where he has developed a very intimate understanding of the needs of advisers and their clients. This experience and knowledge will assist our distribution teams to continue to focus the provision of ...

Macq splits the wrap

... aware of the complications super splitting might cause further down the track. "There are other non-tax considerations...advisers will be aware that they need to contemplate the long term consequences including those that could arise on the death of ...

Avoid excessive hedging: EQT

ALEX DUNNIN | THURSDAY, 30 NOV 2006

... random and it's impossible for even the most astute investor to predict its future direction." It's why many investors and advisers just choose the each-way bet of hedging only half the portfolio. If you do hedge, McCrum said trading costs can also be ...

Aviva removes CGT liability from platform migration

HAMISH MADDEN | THURSDAY, 30 NOV 2006

... In response to widespread concerns about CGT realisation when migrating funds, Aviva has announced that from tomorrow advisers will be able to transfer client investments from Navigator Access to the full-featured Navigator platform without triggering ...

Zurich Australia appoints head of technical

... the present complex regulatory environment there is a growing demand for experienced people of her calibre to assist advisers increase their knowledge and understanding in a practical and efficient manner." Brookhouse has over 13 years experience in ...

ING's OneAnswer strides past $15b

HAMISH MADDEN | TUESDAY, 28 NOV 2006

... ANZ OneAnswer incarnations of the platform. ING said another driver of the swelling FUA was the value proposition for advisers, which includes detailed client segmenting and reporting. It has also been fuelled by competitive pricing, attractive and enhanced ...

Compare the pair: Weaven vs Lambert

... funds are driving," he said. "But for us to give advice [on industry funds] there needs to be data flow. Don't criticise advisers if you don't have the infrastructure that allows efficient access of your data." Michelle Baltazar

Multiple super accounts wasting billions in fees: CHOICE

ALEX DUNNIN | FRIDAY, 24 NOV 2006

... permissible from the time the transfer was requested and when it must occur. In a move that will be welcomed by the financial advisers, CHOICE recommends financial advice regulations become more practical to make it easier for advisers to help consumers ...

Mulligan to lead PIS multi-manager business

ALEX DUNNIN | THURSDAY, 23 NOV 2006

... market through Australia's largest adviser network." Grahame Evans, managing director of PIS, said, "This provides our advisers with an opportunity to access unique offerings ordinarily reserved to the institutional space and not otherwise readily available ...

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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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