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Showing 1311 - 1320 of 2622 results for "RECOGNISE"

AFA praises FASEA's 'sensible' first priority

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
... "There is much at stake as we continue to build consumer trust in the financial advice profession through standards that recognise not only education but valuable skills and experience," Kewin said. "We look forward to the next steps and being part of ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... in our profession and I look forward to announcing the winners at Congress in November," he said. The awards seek to recognise outstanding planners, paraplanners, students and practices, celebrating individuals and businesses who demonstrate a commitment ...

New private label SMA launched

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
Elston Asset Management will provide a private label separately managed account to a Brisbane-based wealth manager. Partnering with Quill Group to launch the offering on HUB24, Elston head of distribution Mark Smith said the firm is "proud to be working ...

SelectingSuper finalists announced

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... also took home MySuper Product of the Year and Retirement Select Choice Product of the Year. Rainmaker said the awards recognise the best workplace, personal and retirement products as well as acknowledgement of key individuals who have made a significant ...

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
... today are in the 'euphoria stage' of the current cycle, moving toward the 'complacency stage'. "Successful investors recognise that this is the point of maximum financial risk." As such, the investment manager has launched a downside management toolkit ...

Inflated attention on September US CPI inflation

BENJAMIN ONG  |  MONDAY, 16 OCT 2017
... be due to Madam Yellen's admission that, "our understanding of the forces that drive inflation is imperfect, and we recognise that this year's low inflation could reflect something more persistent than is reflected in our baseline projections." And of ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
A financial adviser with a unique business model incorporating the practice of yoga took home the 2017 Female Excellence in Advice Award. Presented at the Association of Financial Advisers' National Adviser Conference on the Gold Coast last week, Wellthy ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... to avoid difficult discussions when clients are facing tragic circumstances - but help is available. If advisers can recognise their role in the event of client deaths, and in some cases prospective client deaths, protecting an individual's wealth and ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year. Crowned on Friday night at a gala dinner to celebrate the close of this year's AFA National Adviser Conference, private client adviser Fraser ...

Fidelity portfolio manager steps down

ALEX BURKE  |  FRIDAY, 13 OCT 2017
A portfolio manager co-running a Fidelity mFund strategy has stepped down from her position. Hilary Natoff has been co-portfolio manager of the Fidelity Global Demographics Fund since 2012. A Fidelity spokesperson said Natoff will assist in the transition ...