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Showing 1271 - 1280 of 2328 results for "ART"

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... significant for advisers to re-explore the value they provide to clients and "why this crucial piece of the advice jigsaw is an art and not a science." "Today's insurance adviser must be anything from coach, counsellor and educator through to technical ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...

Increased scrutiny driving regtech need

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
Kaplan Professional is urging financial advisers and their licensees to embrace regtech solutions in the face of ASIC's recent crackdown on non-compliance. Kaplan and Red Marker - which was acquired by Kaplan earlier this year - are working together ...

DomaCom appoints new Responsible Entity

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
Perpetual Trust Services will retire as responsible entity for DomaCom, having been replaced as part of a strategy for the fractional property investor to create a range of new products. DomaCom has appointed Melbourne Securities Corporation (MSC) as ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
An exclusive Financial Standard polling of the 2017 Association of Financial Advisers (AFA) awards finalists show overwhelming support for more stringent proficiency requirements - but the industry can still expect a major fallout from those who choose ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
The Financial Planning Association of Australia (FPA) is today helping celebrate World Financial Planning Day by raising awareness about the importance of investor education and protection. FPA chief executive Dante De Gori said the initiative will ...

Less than half pass CFA exam

KARREN VERGARA  |  TUESDAY, 3 OCT 2017
More than half of new Chartered Financial Analyst (CFA) candidates failed the first level of the six-hour examination, recent results from the CFA Institute shows. Of the 63,281 global candidates who took the mid-year Level I sitting (also offered in ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
Almost half of all financial planners cut ties with at least one life insurer in the last 12 months and a further 27% intend to follow suit. Investment Trends' annual Planner Risk report for 2017 shows a record 47% of planners changed life insurer last ...

Financial services employees want digital strategy input: Research

KARREN VERGARA  |  TUESDAY, 26 SEP 2017
Financial services' rapid deployment of intelligent customer-facing technologies are "existentially threatening" to a majority of the sector's employees, latest research shows. Three quarters (76%) of the 1390 respondents in a Microsoft survey believe ...

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
Magellan Asset Management chief executive and chief investment officer Hamish Douglass believes financial advisers should not fear robo-advice in an era where artificial intelligence and big data can dominate discussion. Speaking at Magellan's financial ...