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Showing 11 - 20 of 44 results for "Best Practice Forum"

Suitability of managed accounts grows

HARRISON WORLEY  |  TUESDAY, 10 SEP 2019
... becoming more suitable for a broader range of clients, attendees of the 2019 Financial Standard Managed Accounts Best Practice Forum have heard. Speaking at Financial Standard 's Managed Accounts Best Practice Forum in Sydney this morning, Netwealth ...

Beware: Zombie ETFs

KANIKA SOOD  |  THURSDAY, 16 MAY 2019
... appetite, with several plodding along like zombies, Rainmaker research shows. Opening Financial Standard 's annual Best Practice Forum on ETFs in Melbourne this morning, Rainmaker head of investment research John Dyall identified a number of ETFs open ...

Allianz Retire+ launches flagship product

KARREN VERGARA  |  TUESDAY, 12 MAR 2019
... Retire+ Powered by PIMCO head of consultants and research Cassandra Crowe flagged at Financial Standard 's Best Practice Forum on Retirement Income last year the benefits of the new product. Future Safe was launched to meet the needs of retirees ...

Maximising retirement planning in an era of volatility

KARREN VERGARA  |  MONDAY, 12 NOV 2018
... than half of Australia's wealth, in an era of uncertainty underscored this year's Financial Standard Best Practice Forum on Retirement Income. Speaking from the Crown in Melbourne, Allianz Retire+ Powered by PIMCO head of consultants and research ...

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... Holdings head of distribution and marketing Tony Nejasmic sparked at an adviser panel at the Financial Standard Best Practice Forum on Managed Accounts in Melbourne this morning. "We think advice businesses will sell at a multiple of 0.75 times the revenue ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
... managed accounts market is growing three-times the rate of the regular platform market. In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to further this industry insight. You can complete the survey ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... importance of collaboration and diversity in today's markets. Retirement Income Forum The 2017 Financial Standard Best Practice Forum on Retirement Income was also held at Doltone House and tackled one of the most complex issues in financial services. ...

Mason Stevens wins 2017 Technical Paper of the Year

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual Financial Standard Best Practice Forum in Managed Accounts, the award seeks to further adviser education in managed accounts through high-quality and insightful ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual Financial Standard Best Practice Forum in Managed Accounts, the award seeks to further adviser education in managed accounts through high-quality and insightful ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... turned out in record numbers at the Sydney International Convention Centre, which played host to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity to ...