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Showing 101 - 110 of 139 results for "Rebecca"

Life insurers must be more transparent: AFA

KERRIE SYDEE  |  FRIDAY, 10 JUN 2016
... the service they provide to policy holders as the clients of financial advisers," said Fox. Beddoes Institute director Rebecca Sheils said that the starting point is to build a large body of evidence about actual claimant's experiences rather than focussing ...

Wellbeing significantly improved through financial literacy

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... can have a significant impact on their overall wellbeing and financial understanding. Director at the Beddoes Institute, Rebecca Sheils, said that the paper is turning point for the profession. "It provides new direction for how financial advisers work ...

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
... employees, to be rewarded." Both awards will be judged by the same panel, comprising Brad Fox and Deborah Kent from the AFA, Rebecca Sheils (Beddoes Institute), Graham Peatey (Practice Management Consultant), Peter Sobels (Riskinfo), and Kristine Brooks ...

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
... and Hillross Financial Services networks taking out the remaining three national awards. Beddoes Institute director Dr Rebecca Sheils said: "To be a most trusted adviser network awards finalist or winner is an incredibly prestigious and desirable title ...

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
... association. The AFA's 2015 Recognition Award winners are: CommInsure's Olivia Sarah-Le Lacheur, The Beddoes Institute's Rebecca Sheils, Zurich's Richard Dunkerley and IOOF's Nathan Morgan.

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... bespoke counterparts, making them ideal for retail investors with smaller capital reserves. WealthEnhancers financial coach Rebecca Boles can attest to this; her firm targets Generation Y investors exclusively and uses SMAs for over 70% of its client-base. ...

ME enlists Link for digital services

ALEX BURKE  |  MONDAY, 24 AUG 2015
... help funds further engage with their members and ultimately help improve member retention." ME chief marketing officer Rebecca James added, "We always think outside of the box when it comes to future innovation, and we're looking forward to working with ...

Wealth Enhancers departs Synchron, goes independent

ALEX BURKE  |  TUESDAY, 28 JUL 2015
... Services Licence (AFSL). Wealth Enhancers was previously aligned with Synchron. According to Wealth Enhancers financial coach Rebecca Boles, the decision to go independent "wasn't so much against Synchron as moving towards something ourselves." Speaking ...

AFA awards deadline looms

ALEX BURKE  |  TUESDAY, 14 JUL 2015
... awards, which will be judged by AFA chief executive Brad Fox, AFA national president Deborah Kent, Beddoes Institute's Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. ...

IOOF advice firm jumps ship to Fitzpatricks

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... from advisers and consumers towards a more transparent and tailored financial advice." Badenach and Main Street principal Rebecca Fergusson were employees of the Shadforth Financial Group until November 2013. In May 2014, Badenach and Fergusson started ...