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Showing 9241 - 9250 of 9826 results for "Advisers"

Direct Portfolio Services adds new insto manager

HAMISH MADDEN | WEDNESDAY, 11 OCT 2006

... to our team. Her experience will be beneficial as we build the penetration of our product suite through dealer groups, advisers, platforms and external investment managers. "Having pioneered this market since 1996, the SMA segment is now attracting a ...

Praemium adds GPS for planners

KATE HAGE | MONDAY, 9 OCT 2006

... the GPS applications with Praemium's SMA technology exclusively, allowing GPS users to directly open an SMA account and advisers to monitor client's SMA accounts using the GPS tool. Praemium managing director, Arthur Naoumidis, said GPS integration will ...

Magnitude opens up to private wealth

... worth investors. The new practice starts with around $250 million in funds under administration (FUA) and is headed by advisers Ralph Wilson and Kyoung Walker, both of whom specialised in providing advice in the segment. Wilson said that the aim of the ...

Enhanced platform share trade services for netwealth

ALEX DUNNIN | WEDNESDAY, 4 OCT 2006

... broker. Heine said he believed their service was most the competitive in the industry even though it can also provide advisers with the facility to trade through full service brokers and settle directly into client accounts for netwealth wrap and Super ...

Asteron ramps up insurance and income protection

KATE HAGE | WEDNESDAY, 4 OCT 2006

... bundling insurance offers for an particular segment of the market. "We wanted to take an end customer view to provide advisers with a bundle that fit with an particular customer segment." The study also found 75 per cent of those could maintain their ...

Less confusion, more clarity on managed accounts: IMAP

... managed account products, cultivating a relationship with the regulators and a proposed education program to help financial advisers, dealer groups, researchers and prospective employees learn more about managed accounts. The association hopes to have ...

Zurich appoints ex-CommInsure risk expert

... its life insurance business. "Zurich Australia is committed to making the underwriting process as easy as possible for advisers," he said, and noted that Rule's brief is to lead and develop the national and regional underwriting team, provide technical ...

InvestAhead to merge into Centric Wealth

KATE HAGE | WEDNESDAY, 27 SEP 2006

... executive officer, Michael Pillemer, said the deal will bring the combined funds under advice to $3.7 billion, with 46 advisers across a range of areas. The offer to merge, he said, was comprised of a mixture of cash, capital and equity in Centric. "Their's ...

BT Wrap wins myAdviser tender

HAMISH MADDEN | TUESDAY, 26 SEP 2006

... the myAdviser group through a private label arrangement for its BT Wrap platform. The myAdviser group is made up of 45 advisers with $850 million in funds under advice. Almost $650 million of this is invested in managed funds. The group undertook a tendering ...

XPLAN leads the sector with PlanTech acquisition

HAMISH MADDEN | MONDAY, 25 SEP 2006

... presence in New Zealand and South Africa, will see it further deepen its offshore footprint while at the same time offering advisers in New Zealand an integrated desktop technology solution. "This is a very exciting time for Aegis," said Aegis general ...

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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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