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Showing 2381 - 2390 of 4389 results for "financial Advice"

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... also recommends LinkedIn and Facebook as platforms for marketing. 1.15pm - The last round of focus sessions. Financial advice experts Annick Donat and Eleanor Dartnall put advisers in front of schoolkids (virtually!) to challenge their thinking around ...

Research house and advice group partner

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
A new partnership will now see one of Australia's largest non-institutionally owned financial advice groups receive investment research and consulting services from Lonsec Research. Lonsec's iRate platform will be rolled out to advisers licensed by ...

Voting opens for 2017 Power50

STAFF WRITER  |  MONDAY, 9 OCT 2017
... shortlist was determined by several criteria, including: They have demonstrated long-standing commitment to the financial advice industry through volunteer work via member associations They have excelled in their profession as indicated by peer-based ...

ASIC outlines industry funding costs

ALEX BURKE  |  MONDAY, 9 OCT 2017
... $1000. This will be graduated based on the number of full-time equivalent staff engaged in OTC trading activities. Financial advice licensees that provide personal advice to retail clients on financial products will pay a minimum levy of $1500, which ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... would engender greater professionalism and higher levels of trust and confidence in both financial advisers and financial advice, placing advisers in the same stead as accountants, doctors and lawyers. AFA Adviser of the Year finalist Glen James from ...

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 ...

Traditional funds too apathetic to super start-ups

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
... technologies to replicate the models of emerging start-ups such as Spaceship, Zuper and Grow Super. SuperEd is a digital financial advice provider. The Mercer 2020 Super Fund Executive Report released in June suggested a sense of apathy among super fund ...

BT Financial Group merges wealth businesses

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
BT Financial Group has consolidated its financial advice and private wealth divisions, removing the general manager of advice role. BTFG's existing client-facing advice and private wealth businesses will now work together as the newly created Advice ...

AFA shines spotlight on peer learning

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
... individuals with a unique insight or competitive advantage, or that have brought an innovative idea to benefit the financial advice community. Nowak said the AFA believes peer-to-peer learning is vital to the ongoing professional development of advisers. ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that mirrors the lifelong journey of the advice process and offloading a practice via Buyer of Last ...