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Showing 471 - 480 of 3424 results for "SMI"

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
AFA members have given their approval to the proposed reforms to the life risk industry, after a motion calling for removal of support of the Life Insurance Framework received little support in a vote. The special resolution fell well short of the votes ...

Adviser reform about recovering social licence

MARK SMITH  |  THURSDAY, 6 OCT 2016
Risk advisers must accept controversial reforms are about salvaging consumer trust and should unite to rebuild it rather than drive the industry apart, a panel of insurance industry stakeholders said on day two of the AFA's annual conference. Risk adviser ...

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 ...