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Showing 2721 - 2730 of 5855 results for "Profession"

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts ...

Equity research firm expands to Australia

KARREN VERGARA  |  WEDNESDAY, 18 OCT 2017
An equity and performance analytics research firm has opened a Melbourne office, and plans to increase its footprint across the Asia Pacific. Style Research provides factor-based equity analytics and portfolio communication tools globally for 300 investment ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Users of IRESS can now schedule and hold video meetings with clients thanks to a new integration. The financial services technology provider has partnered with Suitebox to deliver a digital workspace for advisers that will also allow them to screen ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... (FEIA) showcases the talents and contributions of women in financial advice to their clients, the community and their profession, including their commitment to increasing the financial literacy of their community and campaigns targeted specifically at ...

AFA keeps financial literacy front of mind

DARREN SNYDER  |  MONDAY, 16 OCT 2017
The Association of Financial Advisers will soon join an updated list of supporters for ASIC's National Financial Literacy Strategy. Heading up the AFA's Financial Literacy Working Group, Dianne Charman told Financial Standard the AFA has constantly ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... the Year Award was also presented, with MEDIQ Financial Services being awarded the accolade. "Charlie is leading the profession, as is MEDIQ Financial Services, on so many fronts. They are delivering genuinely life-changing advice to so many ordinary ...

Women underrepresented in funds management: research

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
Women comprise only 20% of the global alternative assets funds management industry, research from Preqin shows. The proportion declines according to seniority with women making up 29% of junior alternative assets staff, 23% of mid-level staff and 11% ...

Long-standing AFA member and mentor honoured

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... Godfrey Phillips was recognised for his contribution over the years to the ongoing development of the AFA and the advice profession. "This year marks the 40th anniversary of the first AFA conference held in Sydney in 1977 and as Godfrey was an attending ...

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... understanding how money works and in turn make better financial decisions. "We both believe focusing on just becoming a profession isn't enough, it's necessary but it won't create the catalyst for people to take their financial wellbeing seriously. We ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... judged on four criteria - formal education (50%), practical application of that education (30%), contribution to the profession through education (10%) and contribution to their community through education (10%). AFA general manager member services ...