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Showing 161 - 170 of 649 results for "Forum 360"

AFA shines spotlight on peer learning

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
The Association of Financial Advisers is offering private coaching sessions for less experienced advisers at its upcoming National Adviser Conference. The industry body is introducing a Meet the Mentors session at which long-standing AFA members will ...

Professional investment association rebrands

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
The Investment Management Consultants Association (IMCA) Australia announced it will rebrand as CIMA Society of Australia. The name change will formally launch in early 2018 and is part of the association's initiative to emphasise the importance of ...

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 ...

Inaugural Technical Paper of the Year awarded

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 ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
Delegates turned out in record numbers at the Sydney International Convention Centre, which played host to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
There are advice practices which will need to set a 'no exceptions policy' when switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The September Challenger Financial Standard Technical Services Forum addressed two key concerns around superannuation reform: death benefits and the cost of aged care. Speaking on the former, Colonial First State senior technical manager Yvonne Chu ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
A record attendance is expected at the upcoming Best Practice Forum in Managed Accounts, hosted by Financial Standard. More than 300 people have registered for the event which has drawn strong interest from financial advisers, many of whom are preparing ...