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Showing 9491 - 9500 of 9830 results for "Advisers"

RetireInvest uses Alliance Programme to build business

... says "By establishing formal alliances with like-minded professional service firms and employers in their local area our advisers benefit from immediate access to qualified leads." "It's a way of attracting potential clients in a very cost effective ...

Goldman Sachs JBWere Flex funds get thumbs up

... history in quantitative investing.", it noted. "The funds were developed in response to demand from Australian financial advisers. The key benefit of the Global Flex funds in particular is their ability to deliver a strong return for the risk taken ...

Van Eyk appoints new BDM

... Director, Stephen van Eyk says the appointment places Angwin in charge of products, at a time of growing demand from advisers. "Michael will be responsible for looking after both our iRate users and advisers who use the van Eyk Blueprint series with ...

Russell goes lifecycle

... portfolios will be available through multiple channels including corporate master trusts, personal master trusts, through advisers or directly. Because the products dial down into more conservative strategies as investors approach retirement, the changing ...

Financial advice quality is improving: CPA Australia

... raise disclosure standards, ensure the consistency of that advice and protect consumers from incompetent and unethical advisers. The findings suggest that, from a consumer perspective, this is beginning to happen." Specifically, the report indicated ...

Fidelity releases HR toolkit for advisers

Funds management group Fidelity is set to launch a series of practice management software programs designed to help financial planners run their business more efficiently. The first module of PracticeOne, packaged in an interactive CD-Rom, was launched ...

ASIC says FSR refinements on track

... including Statements of Advice, and various policy statements on grants of relief and guidance for product issuers and advisers. In the pipeline for release this month, says ASIC, is a policy statement on non-cash payment facilities and any accompanying ...

Navigator Access admin platform launched

... liabilities when selling or switching investments, as when it comes to selling investment holdings, it can enable financial advisers to determine the best parcel of investment units to sell, in order to minimize any CGT. According to Griffiths, it is ...

Sunsuper grows to $6 billion

... operations. Luke says the internal investment team was developed to deepen its partnership with asset consultants and its advisers leveraging off their expertise and knowledge. Rainmaker Information's manager of superannuation research Stephen Wright ...

Western Pacific and Asgard wrap up small investors

... Lloyd says the existing partnership together with the launch of WP Foundation eWrap offering will enable the company's advisers to not only broaden its customer base but also manage their needs in one platform. "The partnership also represents a milestone ...

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WAM active strategy delivers 75.5%

MATTHEW WAI

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

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

Super funds fail customer service test: SCA

KARREN VERGARA

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

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

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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