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Showing 21 - 30 of 44 results for "Best Practice Forum"

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 ...

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 ...

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. ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
The Financial Standard Best Practice Forum on Managed Accounts is introducing an entirely new and innovative format in 2017, placing financial advisers front and centre of the one-day conference. Financial Standard launches a new program format called ...

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... according to Bartier Perry Lawyers executive lawyer Chris Tsovolos. Speaking at the inaugural Financial Standard Best Practice Forum on Retirement Income, Tsovolos explained how the estate laws around self-managed super funds and discretionary family ...

Exposing the hidden risks of cash

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... Lazard Asset Management portfolio manager Dr. Philipp Hofflin. Speaking at the inaugural Financial Standard Best Practice Forum on Retirement Income, Hofflin argued that "in our view, the 'worst case' income from dividends seems well above even today's ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... objectives: increasing income, reducing risk and maximising returns. Speaking at the inaugural Financial Standard Best Practice Forum on Retirement Income, Vertium Asset Management chief investment officer Jason Teh discussed the approach of his new ...