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Showing 151 - 160 of 381 results for "Academic"

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
The Association of Financial Advisers' New Financial Advice Competency Framework white paper reveals a consensus among financial services professionals to understand knowledge, attitudes and behaviours. The white paper, produced in partnership with ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... maintained," Sinclair stressed. Therefore, planners and their staff must ensure that ongoing professional, personal and academic growth are a constant operational norm and commitment, differentiating them from their competitors and building on the practice's ...

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
... meet retirement and other long-term financial goals." Professor Ralf-Yves Zurbrugg from the University of Adelaide said academic studies have also shown that the desire for social acceptance leads individuals to behave differently when they behave in ...

BNP Paribas AM acquires fintech

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
BNP Paribas Asset Management is adding digital advisory services to enhance the digitalisation of its distributors, buying a majority stake in a Belgian fintech. Gambit Financial Solutions is now the preferred partner for all current and future robo-advisory ...

FPA Congress will highlight value of relationships

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... relationships. The FPA Congress, to be hosted in Hobart this year, will culminate in a live discussion with renowned academic and activist Dr Susan Carland and her media personality husband Waleed Aly, author Dr Tami Roos and former Sydney Swans and ...

UK manager partners for Aussie distribution

ALEX BURKE  |  WEDNESDAY, 16 AUG 2017
A UK asset manager specialising in delivering alpha through environmentally-friendly investments is partnering with an Australian business to market its capabilities to wholesale investors in Australia and New Zealand. Osmosis Investment Management ...

Retirement advice will take hit from education reform

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... challenges to address in retirement," he said. "Yet far too many planners have decided that the regulatory requirement for academic qualifications is a 'line in the sand' and their cue to turn their backs on a career and advice practices that have many ...

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
... personal level are not only more likely to win new clients but are perceived to be trusted advisers, according to an academic. Research shows while an adviser's expertise and reputation are critical to trust in the relationship, this over time shifts ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... range of events in support of the Sustainable Investing Initiative. The educational courses will comprise practical ESG academic content and related investment management practices, combined with insights for practical application by advisers and their ...

Association launches retirement savings research hub

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
... Western Australia, Curtin University, University of New South Wales and Macquarie University to provide input via an academic advisory group. Adjunct professor at Monash University Dr Phillip Dolan will assist in establishing the group. Dolan is a former ...