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Showing 11 - 20 of 100+ results for Mark Smith

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
Few advisers have a proactive referral strategy but with a few easy steps they can improve their chances of being recommended, according to Scott Charlton, a business coach who specialises in helping accountants and financial planners. Addressing delegates ...

LIF to be introduced this week

MARK SMITH  |  MONDAY, 10 OCT 2016
The legislation for the Life Insurance Framework will be formally introduced into parliament this week, the Minister for Revenue and Financial Services Kelly O'Dwyer has confirmed. Responding to questions from industry journalists at the AFA National ...

Former AustralianSuper chair joins ME board

MARK SMITH  |  MONDAY, 10 OCT 2016
Industry fund-owned bank ME has appointed a former AustralianSuper chair as a non-executive director. Elana Rubin joined the ME board on 4 October. She has more than 20 years' experience as a non-executive director on private, government and not-for-profit ...

Bravura hires product manager from BT

MARK SMITH  |  MONDAY, 10 OCT 2016
Software provider Bravura Solutions has expanded its APAC team with the appointment of a product manager for life insurance. David Loader joins Bravura from BT Financial Group where he held various senior product management roles within the retail life ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
Darren Johns from Align Financial has won this year's AFA Adviser of the Year Award and Henderson Maxwell is the AFA Practice of the Year. Now in its fourteenth year, the AFA Adviser of the Year Award is a joint initiative between the AFA and Zurich ...

Insurance reforms get member support

MARK SMITH  |  FRIDAY, 7 OCT 2016
... the LICG, a self-styled consumer advocate body, rallied the requisite 5% of AFA members to ask for it. The group's founder, Mark Dunsford, withdrew his support for the resolution ahead of the vote. The AFA has long maintained that opposing the LIF would ...

Adviser reform about recovering social licence

MARK SMITH  |  THURSDAY, 6 OCT 2016
... product manager Scott Moffitt, former AFA chief executive Richard Klipin, FOS lead ombudsman investments and advice June Smith, and APRA board member Geoff Summerhayes discussed all the major talking points relating to the Life Insurance Framework, concluding ...

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
GCA Financial's Erin Truscott has been named this year's AFA Rising Star in a ceremony at the industry association's annual conference in the nation's capital. The AFA Rising Star of the Year Award, which is supported by ANZ Wealth, was launched in ...

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
In the evermore complex world of financial advice, trying to be a jack-of-all-trades could be hurting your business. That's according to 2015 AFA Adviser of the Year David Reed, who told delegates at this year's annual conference that he had gone from ...

Australian funds rank well on ESG

MARK SMITH  |  TUESDAY, 4 OCT 2016
Australian equity fund managers tend to rank higher than their global peers when it comes to incorporating environmental, social and governance (ESG) factors in their investment decisions, Lonsec Research has found. According to the researcher's newly ...