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Showing 101 - 110 of 297 results for "Delegates"

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... managed accounts. Speaking at the Financial Standard ETF Forum in Melbourne yesterday, head of iShares Jon Howie told delegates that viewing ETFs as a technology rather than just an investment product can have substantial impact on the scalability of ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... CPD points accrued would also be included. "Out of a total of 843 respondents who took part in live polling, 84% of delegates agreed or strongly agreed with the FPA proposed 100-point framework. We have had some great feedback from those who attended ...

AI to influence consumer trust: Medcraft

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2017
... in his address to the Stockbrokers and Financial Advisers Association conference in Sydney this morning. Addressing delegates, Medcraft made reference to the level of trust in institutions being at record lows, and how increased availability and use ...

The challenging nature of ethics

JAMIE WILLIAMSON  |  FRIDAY, 7 APR 2017
... - former endurance swimmer and consulting fellow for Ethics in Banking and Finance with The Ethics Centre. She told delegates at the Financial Executive Women 2017 Leadership Conference that the challenge of developing the Banking and Finance Oath and ...

New alliance to encourage female planners

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2017
... ahead." At present, the FPA's membership comprises around 28% female - 8% higher than the industry average. Lovett told delegates the FPA is often approached to sponsor events for women, opting to partner with FEW for its commitment to mentorship. "We ...

Super trustees need better vigilance: APRA

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... incur "inappropriate expenditures" saying that unnecessary costs negatively affect outcomes for members. Speaking to delegates at the 2017 Conference of Major Super Funds (CMSF), Rowell said while expenditures such as undertaking excessive travel, full ...

ASIC watching SMSF advice closely

JAMIE WILLIAMSON  |  MONDAY, 20 FEB 2017
... regulator continues its work to lift the standard of financial advice in Australia. Deputy chairman Peter Kell informed delegates at the 2017 SMSF Association National Conference that ASIC will engage in 'shadow shopping' over the next 12 months in the ...

Super must continue excellence path: O'Dwyer

JAMIE WILLIAMSON  |  FRIDAY, 17 FEB 2017
... Financial Services Kelly O'Dwyer's address to the 2017 SMSF Association National Conference this morning, reaffirming to delegates the government's position on incoming superannuation and financial advice legislative reforms. "There are, after all, such ...

Vanguard chief says embrace robo-advice

JAMIE WILLIAMSON  |  FRIDAY, 17 FEB 2017
... key message shared by Vanguard chief executive Bill McNabb at the 2017 SMSF Association National Conference, telling delegates that business growth takes care of itself if the key focus is achieving the best possible outcomes for existing clients. Discussing ...

Unadvised SMSFs ripe for advisers

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2017
... indexation, so how the hell are our clients supposed to understand how many of those things work as well?" Dunn asked delegates. The study also shows that, amongst retired trustees, those that are advised are more likely to feel they've fully achieved ...