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Showing 1321 - 1330 of 2620 results for "RECOGNISE"

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
The 2017 Rising Star of the Year Award was presented at the opening of this year's Association of Financial Advisers National Adviser Conference on the Gold Coast on Wednesday. Mia Taylor of Evalesco Financial Services was awarded the accolade, which ...

Soft skills the new pages in adviser playbook

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
AFA chief executive Phil Kewin said the 2017 National Adviser Conference is deliberately focused on the soft skills financial advisers need in their tool kits as Australians become more dependent on advice for financial wellness. Speaking at a media ...

Advisers underrated at claim time

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
Financial advisers must recognise they are the key conduit between clients and life insurers; otherwise the experience at claim time could be unfavourable to all parties. Succession Matters insurance and estate planner Mike Sayer said advisers who accept ...

Voting opens for 2017 Power50

STAFF WRITER  |  MONDAY, 9 OCT 2017
Voting is now open for the 2017 Power50 list of Australia's most influential financial advisers. Last month Financial Standard received more than 600 nominations (including multiple nominations) on who should be recognised in the 50 Most Influential ...

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... services, partnerships and campus, Nick Hakes said. According to the AFA, the research shows a consensus that advisers recognise the need to understand behavioural patterns to effectively motivate clients to act in their own interest. "Financial advisers ...

XPLAN expands adviser training offer

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
Industry software provider IRESS recently enhanced its training offer to include CPD point accreditation and introduced a program of structured learning pathways. The changes to XPLAN education and training took effect this week, and include a program ...

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
Financial advisers should not dismiss workplace superannuation as a new and potential revenue stream, a new IOOF white paper shows. Being a designated financial adviser through an employer's super plan opens the door to attract more clients and strengthen ...

Trusted advice solves investor confusion: Research

EMMA RAPAPORT  |  WEDNESDAY, 27 SEP 2017
... also assume that passive offers access to the best opportunities in the market. "It appears that while investors may recognise that index investments deliver market returns, less fees, when indexes are up, they apparently fail to understand that they ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... rounding out the top three. "It's exceedingly pleasing that the advisers we deal with have thought it appropriate to recognise us like this. I think it's proof that our product, relationship expertise and service come together nicely to provide a harmonious ...

Mason Stevens wins 2017 Technical Paper of the Year

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
A new benchmark for writing on managed accounts has been set with Mason Stevens taking home the first ever Financial Standard Technical Paper of the Year Award - Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual ...