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Showing 2751 - 2760 of 5855 results for "Profession"

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 ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement. Tynan Connect Financial Service Brokers chief executive Paul Tynan said ...

Finalist feedback on future of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2017
... experienced advisers aren't good enough, but about changing public perceptions and a desire to feel proud of their profession, he explained. Sillar added: "Some of them have come into advice from a different angle but they are fully expecting that they ...

AMP launches LIF-ready resource

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
AMP launched an online Life Insurance Framework (LIF) resource aiming to prepare advisers for the 1 January 2018 legislative changes. The resource hub features video tutorials and a cashflow modeller that assesses the impact different remuneration structures ...

Munro appoints new portfolio manager

EMMA RAPAPORT  |  TUESDAY, 19 SEP 2017
Munro Partners, a global absolute return equity specialist, appointed a former London-based senior investment manager to the newly created role of portfolio manager. Jeremy Gibson will be responsible for championing stock ideas and managing positions ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
Financial advisers licensed by Centrepoint Alliance can now access estate planning documentation and advice following a partnership with a legal documentation company. Joining forces with Topdocs, Centrepoint has enabled advisers to access to trust ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
Platform providers and financial advisers offering a managed discretionary account (MDA) service should be mindful of the regulator cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
Morningstar Australasia will deliver an integrated research and technology solution to support BT Financial Group's internal research team and financial adviser network. As part of the new arrangement, BTFG's internal research team will use the data ...

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Netwealth announced Zenith Investment Partners will manage its Elite Blend models on the Netwealth Super Accelerator and Wealth Accelerator services. Zenith joint managing partner David Wright said he has seen a "rapid rise of interest in managed account ...

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
Clients of BGL Corporate Solutions and Xero will see their compliance workloads reduced following the integration of Simple Fund 360 and CAS 360 with Xero Practice Manager. The two-way integration upgrade will ensure that changes made to a client's ...