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Showing 1 - 10 of 30 results for "Technical Services Forum"

ETF explainer: Understanding their structure

ANDREW MCKEAN  |  FRIDAY, 16 JUN 2023
At the Financial Standard Technical Services Forum, Betashares associate director Gavin Montgomery explored the unsung structural aspects of ETFs. It's no secret ETFs have experienced growing popularity, especially among financial advisers. The ...

Spotlight shines brighter on climate reporting: Expert

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... disclosure reports, according to an expert. FS Sustainability managing editor Rachel Alembakis told the recent Technical Services Forum Sydney audience that fund managers, advisers and superannuation funds will be drawn further into the spotlight when ...

If it ain't broke, don't fix it: Graham

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
Speaking at the Financial Standard Technical Services Forum in Sydney this week, Assured Support managing director Sean Graham said that the Quality of Advice Review is disappointing for advisers who have worked hard to build the foundations of an advanced ...

Investment bonds a good alternative to Wills: GDG

KANIKA SOOD  |  FRIDAY, 26 MAR 2021
... Generation Life senior distribution manager Laura Salsbury. Speaking at Financial Standard 's first Technical Services Forum for the year, Salsbury said investment bonds can be good alternatives to Wills, which may be challenged in court and trusts ...

Technical Services Forum: Testing risk tolerance

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... clients may not be as risk tolerant as previously thought, the virtual Challenger Financial Standard Technical Services Forum has heard. Digitally presenting, Challenger's head of technical services Andrew Lowe said many financial advisers are facing ...

Waiting periods cost 214% on premiums: Research

ELIZA BAVIN  |  FRIDAY, 15 NOV 2019
... member is defaulted into a shorter waiting period, research presented at the Challenger Financial Standard Technical Services Forum shows. Presenting at the forum yesterday, Rainmaker head of superannuation research Jason Ross said if a member is defaulted ...

Support staff should meet FASEA standards

ELIZABETH MCARTHUR  |  FRIDAY, 20 SEP 2019
... BT head of financial literacy and advocacy Bryan Ashenden told the Financial Standard and Challenger Technical Services Forum that FASEA standards should raise questions for support staff as well as advisers. Appearing at the event yesterday, Ashenden ...

Wills and BDBN raise adviser interest

KARREN VERGARA  |  FRIDAY, 7 JUN 2019
... nominations and wills piqued the interest of many at the quarterly Challenger and Financial Standard Technical Services Forum. Australian Unity head of technical services Yvonne Chu raised the question of what happens when a member dies without a binding ...

Technical Services Forum: Keep advisers informed of change

HARRISON WORLEY  |  THURSDAY, 11 APR 2019
Lively discussion broke out during the first Challenger Financial Standard Technical Services Forum for 2019 in Sydney yesterday, with the consensus being financial advisers must be across which products are exempt from means testing. Challenger head ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on Thursday and prior to the Financial Adviser Standards and Ethics Authority (FASEA) releasing its education and ethical ...
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