Search Results | Showing 311 - 320 of 985 results for "Forum" |
| | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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. ... |
| | | | ... advice. O'Dwyer will also be a guest of honour, alongside Labor senator Katy Gallagher, at the annual AFA Licensee Leaders Forum. Throughout the conference advisers will benefit from sessions dedicated to a range of topics including building consumer ... |
| | | | ... compare performance, fees, asset class, sector, issuer and indirect cost ratio. Arnie Selvarajah spoke at this years' ETF Forum in Melbourne on the danger signals of low cost access and why humans will always beat the robot. |
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