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Showing 1661 - 1670 of 3273 results for "Associate"

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... financial advisers with the client relationship tools they may not gain through academic studies. The Partners Wealth Group Associate Advisor Academy (AAA) has been designed to prepare participants to successfully transition from a support role to an ...

Robo-advisers friend not foe: Cerulli

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
Robo-advisers are not the fundamental disruption feared by the financial advice industry but instead are a catalyst among traditional advice providers to move into the digital world. New research from global research and consulting firm Cerulli Associates ...

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
Infocus Group has celebrated the successes of leading businesses providing exceptional financial advice across the Infocus and Patron Australian Financial Services Licensees. Announced at the group's annual conference in Singapore, a total of 18 awards ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Centrepoint Alliance has developed a new online client interface as part of the group's ongoing evolution of its advice technology platform Compass. Compass Online was designed by Centrepoint's advice technology team and in consultation with advisers. ...

Industry backs mental health education campaign PROP

MICHELLE BALTAZAR  |  FRIDAY, 4 NOV 2016
The financial services industry is lending its support to a new mental health education campaign called 'People Reaching Out to People' (PROP). Rob Prugue, head of the Asia Pacific division for Lazard Asset Management Pacific Co, started PROP to address ...

Human centred workplaces needed: MetLife

KERRIE SYDEE  |  THURSDAY, 3 NOV 2016
A new workplace study from life insurer MetLife reveals significant misalignment in the priorities of Australian employees and employers when it comes to workplace health and wellness. The 'Employee Benefit Trends Study' (EBTS) found Australian employers ...

Super funds should reassess view of balances: Challenger

JAMIE WILLIAMSON  |  WEDNESDAY, 2 NOV 2016
Superannuation balances should be considered on a household level rather than the traditional individual view, according to new retirement insights from Challenger. The latest research from the investment manager shows that if pre-retirees look at their ...

APRA marks New Year priorities

JAMIE WILLIAMSON  |  TUESDAY, 1 NOV 2016
Despite the current Australian financial system appearing healthy there remains areas of vulnerability, according to the latest annual report from APRA. The report outlines risks in the housing market, the funding profile of the banking system, poor ...

The infrastructure benchmark challenge

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Despite the prominence of infrastructure as a standalone asset class, the absence of a widely accepted benchmark makes it difficult for investors to analyse the asset class, according to executive director, head of infrastructure research at J.P. Morgan ...

Lonsdale recognises exceptional advice

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... show a commitment to clients through different financial life stages. Lonsdale also recognised Morse Group as Dealer Associate of the Year and Chris Rehbein from Capital Focus was the recipient of the Future Leaders Award. The awards are judged through ...