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Showing 1051 - 1060 of 2300 results for "Knowledge"

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... responsible for Switzerland. The project, called UBS Companion, will allow UBS advisers to bring Kalt's expertise and knowledge into client meetings through an avatar, which will respond and interact with clients via a TV screen in the meeting room. ...

Trade-off needed on existing adviser standards: Fox

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
... he said. "Let's not lose good advisers especially when they have already invested in themselves to expand their knowledge and professional mastery through further industry-specific designations and qualifications."

Pendal Group appoints director

KANIKA SOOD  |  MONDAY, 2 JUL 2018
... jurisdictions," Evans said. "I believe Sally will make a valuable contribution to the board and her broad global industry knowledge will complement the board's existing mix of skills and experience." In May, Pendal Group reported a 30% increase in its ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... concerning as decisions about super are some of the most important a person can make. "ASIC found there is a lack of basic knowledge of the legal obligations in setting up or running an SMSF. It is also concerning many people with an SMSF have not understood ...

Global regulation hub launched for asset managers

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... funds across jurisdictions. Tech-driven, financial services law firm Zeidler Legal Services has launched the Global Knowledge Hub; an online subscription service for asset managers looking to register and market funds across borders. The hub compiles ...

Willis Towers Watson bolsters senior management

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
... Simon's calibre join our team. We worked closely with Simon while he was with Funds SA and were always impressed with his knowledge of the credit manager universe, his ability to think strategically and how he brought ideas together in portfolio ...

New model boosts adviser engagement: MLC

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
... acting chief customer officer of retail advised insurance, said the new roles are providing advisers with the skills and knowledge to better connect with customers and improve how they do business. "Our sector is moving away from a 'set and forget' mentality ...

TAL to boost adviser underwriting knowledge

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
A new underwriting education initiative from TAL will help advisers and clients better understand the underwriting process. TAL launched the education initiative to increase transparency in the underwriting process, and said the initiative would provide ...

FASEA names new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... and industry stakeholders to ensure we achieve the required successful outcomes," she said. "Stephen brings in-depth knowledge of financial system regulation, strong communication skills and a strategic mindset. The board expects that Stephen's stewardship ...

ANZ creates mental health portal

ALEX BURKE  |  TUESDAY, 19 JUN 2018
... of sales Don Sillar said. "However, a recent poll commissioned by ANZ revealed that on average, advisers ranked their knowledge of mental health issues and wellness at six out of 10. "Nearly two-thirds of the 500 advisers surveyed also told us they would ...