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Showing 9321 - 9330 of 9830 results for "Advisers"

Morningstar confirms buy-out of Aspect Huntley

KATE HAGE | MONDAY, 3 JUL 2006

... statement also added that the deal will target Morningstar's current client base including individual investors, financial advisers and institutions while building the Morningstar Workstation data of listed New Zealand and Australian equity stocks. Under ...

Finsia and ASX to educate advisers on listed products

HAMISH MADDEN | TUESDAY, 27 JUN 2006

... how they can be incorporated into a wealth management strategy. The training is available for financial planners and advisers, para-planners, accountants and SMSF specialists. Colin Scully, ASX deputy chief executive officer and group executive markets ...

ING launches new tool for employer super advisers

KATE HAGE | TUESDAY, 27 JUN 2006

... information, research and support. ING's head of marketing for employer super, Mark Pankhurst, said that after speaking with advisers around the country the need for an employer client tool was obvious. "We've developed LeaderBoard to provide the tools ...

Financial Wisdom grows and goes its own way

HAMISH MADDEN | MONDAY, 26 JUN 2006

... develop its progressive services and strategies while at the same time expanding its network, announcing it now has 410 advisers under its umbrella. General manager of Financial Wisdom, Paul Barrett, said the steady expansion was part of a broad strategy ...

HNW investors dumping hedge funds in favour of PE

ALEX DUNNIN | THURSDAY, 22 JUN 2006

... Matthew Koche, also a first vice president of investments for global private clients at Merrill Lynch Australia, means advisers servicing these high-end investors need to be able to deliver insight and investment reports that their clients can actually ...

AWM streamlines admin through Supercorp

... essential to have a series of balancing check points between the old data and the new data." The new system will allow advisers to get statements every day online, drill down for client information and access data from one single point. "We should now ...

BT Wrap makes corporate actions and IPOs easier

Advisers can now participate in corporate actions and IPOs for up to 100 of their clients at a time with just a single click of a button after BT Financial tweaked its wrap platform to power a new adviser service. Press 'Submit' and BT Wrap's system ...

Skandia ranks number one for BDM service

ALEX DUNNIN | THURSDAY, 15 JUN 2006

... more stunning because Skandia has only been operating in Australia for five years. According to Skandia, more than 850 advisers were asked to rate business development managers on the basis of their product knowledge, availability, ability to add value ...

Budget reforms exacerbate risks for Gen L: Asteron

KATE HAGE | TUESDAY, 13 JUN 2006

... mortgages, equity release schemes as well as increased services. "We are also providing ongoing service programs so that our advisers are better equipped to keep in contact and support advisers long term."

AFA's Adviser of the Year Award

The Association of Financial Advisers (AFA) has just launched its campaign for the fourth annual Adviser of the Year Award, and for the fourth time it will be sponsored by Zurich. The award is part of the AFA's commitment to recognising outstanding ...

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WAM active strategy delivers 75.5%

MATTHEW WAI | 12:11PM

WAM Active (ASX: WAA), one of Wilson Asset Management's active listed investment companies, has recorded 75.5% in investment performance in the 12 months to 30 June 2026.

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI | 12:01PM

Entireti has named a former chief executive of Perpetual as chair of its board.

Super funds fail customer service test: SCA

KARREN VERGARA | 12:35PM

Superannuation funds are apathetic, dismissive and continue to fail members at the most basic service level, a new investigation from Super Consumers Australia (SCA) reveals, which slapped the industry with an overall failing grade on customer satisfaction.

KKR joins consortium to acquire ASX-listed Steadfast

RIDDHIMA TALWANI | 12:15PM

Global investment firm KKR has joined a consortium, including Amwins Group and Dragoneer Investment Group, as a co-lead investment partner to acquire ASX-listed general insurance broker Steadfast.

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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

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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

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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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