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Showing 301 - 310 of 977 results for "Forum"

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... turned out in record numbers at the Sydney International Convention Centre, which played host to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity to ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... director of research Alex Dunnin, who presented the findings at today's Financial Standard Managed Accounts Best Practice Forum, said managed discretionary accounts (MDA) advice authorisation is the fastest growing segment of the adviser community, currently ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
... conversation you're going to have with clients and how it will benefit them." Jakeman told the Financial Standard Best Practice Forum on Managed Accounts that, at Praescius, managed accounts involved having face-to-face conversations with every single ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The September Challenger Financial Standard Technical Services Forum addressed two key concerns around superannuation reform: death benefits and the cost of aged care. Speaking on the former, Colonial First State senior technical manager Yvonne Chu ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... suitability review requirements, a legal expert warns. Presenting at today's Financial Standard Managed Accounts Best Practice Forum, The Fold Legal managing director Claire Wivell Plater said the requirements are an interesting and new development ASIC ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who will present at tomorrow's Best Practice Forum on Managed Accounts, said managed accounts have enabled his practice to seamlessly execute the firm's investment philosophy. ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
A record attendance is expected at the upcoming Best Practice Forum in Managed Accounts, hosted by Financial Standard. More than 300 people have registered for the event which has drawn strong interest from financial advisers, many of whom are preparing ...

ASIC sets sights on IPO investment

EMMA RAPAPORT  |  FRIDAY, 1 SEP 2017
Hard to read, complex and misleading prospectuses could soon be a thing of the past following an industry regulator review of the IPO market. An ASIC report looked at the experience of institutional and retail investors in making decisions, and outlined ...

Big tech leads fintech optimism

DARREN SNYDER  |  THURSDAY, 24 AUG 2017
... transformative role in financial services. The research culminated in an 197-page report released by the World Economic Forum and Deloitte, which said that fintechs have changed the basis of competition in financial services - but they have not yet changed ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to help provide industry insight. The survey asks about leading brands in managed accounts as well as your role in the financial services industry. ...