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Showing 251 - 260 of 645 results for "ACA"

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
A leader among financial advisers has been rewarded for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award ...

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Findings from the Association of Financial Advisers' latest white paper may have significant implications on the incoming adviser education standards. Research supporting the association's 'A new advice competency framework' white paper shows that because ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...

Risk advice firm partners to launch claims service

ALEX BURKE  |  MONDAY, 9 OCT 2017
... service for policyholders. Australian Financial Risk Management (AFRM) and Gallagher Bassett (GB) unveiled AFRM Claims Advocacy (ACA), which is designed to act on policyholders' behalf while attempting to improve financial outcomes for insurers and superannuation ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
An exclusive Financial Standard polling of the 2017 Association of Financial Advisers (AFA) awards finalists show overwhelming support for more stringent proficiency requirements - but the industry can still expect a major fallout from those who choose ...

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
Financial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that ...

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
The greater the number of members in a self-managed superannuation fund, the more risk averse they become, according to latest research. A joint report from SuperConcepts and the University of Adelaide's International Centre for Financial Services reveals ...

TAL equips advisers with cancer education

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
TAL is helping financial advisers to support cancer patients and better understand their conditions with the launch of an education course. TAL's continuous education arm, Risk Academy, will run the on-demand webinar course aiming to equip advisers ...

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 ...