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Showing 111 - 120 of 233 results for "Roadshow"

Advisers, do not read headlines: Kerr Neilson

LAURA MILLAN  |  FRIDAY, 6 JUN 2014
... when making investment decisions, Platinum Asset Management managing director Kerr Neilson told advisers at a Sydney roadshow. "Ignore the headlines, they will not help you very much at all," Neilson said. Speaking at a Financial Planning Association ...

BT Life targets SMEs with insurance product

LAURA MILLAN  |  THURSDAY, 15 MAY 2014
... with employees, which tend to depend heavily on the skills and knowledge of the owner or the key people. Speaking at a roadshow in Sydney, he said that only 6% of small businesses have an insurance to protect against the loss of a key person, which shows ...

Nominations open for AFA Excellence in Education Award

STAFF WRITER  |  TUESDAY, 29 APR 2014
... professional standards through education. Nominations close on May 30 and the state winners will be announced at the AFA roadshow between July 22 and 31. The AFA will announce the final winner at the national conference in Cairns, between October 11 ...

FPA puts TASA back in the agenda

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
The Financial Planning Association (FPA) is putting the Tax Agent Services Act (TASA) 2009 back on the advisers' agenda ahead of the implementation in July 1, 2014. The association has put together four webinars and a toolkit campaign that aim to educate ...

Bowen's FoFA fears "complete rubbish": AFA

LAURA MILLAN  |  WEDNESDAY, 12 FEB 2014
... amendments to things like Storm is just complete rubbish," AFA chief operating officer Phil Anderson said at a Sydney roadshow today. Bowen made the comments on ABC's Lateline program last night, in line with Assistant Treasurer Arthur Sinodinos, who ...

Windham wins first Australian mandate

MARK SMITH  |  WEDNESDAY, 12 FEB 2014
Boston-based multi-sector manager Windham Capital Management has been awarded a $150 million mandate by an unnamed "prominent industry super fund." This is the first mandate in the Australian market for Windham Capital Management, following a number ...

AFA to lobby on FoFA through grassroots campaign

LAURA MILLAN  |  MONDAY, 10 FEB 2014
... well defined, understood and enforceable." The AFA will brief around 1,400 financial advisers during the GenXt National Roadshow on the amendments and the legislative framework. Submissions to the FoFA amendments will close on February 19th.

AFA to train young advisers on soft skills

LAURA MILLAN  |  MONDAY, 9 DEC 2013
... Financial Advisers (AFA) will be focusing on helping advisers develop emotional intelligence and soft skills in its GenXt Roadshow for 2014. The roadshow will kick off in Hobart on February 4, 2014, and will also visit Adelaide, Perth, Melbourne, Sydney ...

PM Capital launches global fund on ASX

MARK SMITH  |  WEDNESDAY, 6 NOV 2013
... significant premium. PM CAPITAL has appointed Ord Minnett to act as arranger and joint lead manager in a pre-capital raising roadshow. RBS Morgans, Bell Potter and Taylor Collison have been appointed as the other joint lead managers. As at 30 September ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... content, calculators, themes and graphics. The software provider presented the updates to its cloud-based software at a roadshow in Sydney. AdviceOS allows the use of different "client stories" based on client age or marital status. "Clients who are ...