The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 31 - 40 of 82 results for "Adviser education"

Adviser education renews ethics focus

KARREN VERGARA | MONDAY, 4 SEP 2017

Financial advisers will see a raft of new courses around ethics and integrity as these issues come to the fore ahead of the code of ethics to be introduced from the industry's new regulatory body. Ramping up efforts in ethics education is a bold move ...

Advice requires customisation: Research

KARREN VERGARA | WEDNESDAY, 26 JUL 2017

... interpersonal skills - which are four times more critical to anything else - is what makes a trusted adviser. Adviser education and professionalisation initiatives, which as of late have taken centre stage in the industry should really be a hygiene factor ...

AFA collaborating for education framework rethink

JAMIE WILLIAMSON | FRIDAY, 14 JUL 2017

... of Financial Advisers is calling on the broader financial services sector to help shape a new framework for adviser education, acknowledging all other existing frameworks in the market. The industry body will work with the Beddoes Institute, Asteron ...

Advisers must prepare for the next generation of clients

EMMA RAPAPORT | WEDNESDAY, 7 JUN 2017

... to Daniel, is to dive in and experience them first hand. "A lot of these new products aren't present in the adviser education materials so in order to educate clients, advisers will need to educate themselves," Daniel said. "Luckily, these products don't ...

Franklin Templeton launches adviser education tool

KARREN VERGARA | MONDAY, 27 MAR 2017

Franklin Templeton Investments has launched its global online training portal for advisers in the Australian market. Franklin Templeton Academy provides an interactive learning curriculum for financial advisers aiming to enhance financial planning knowledge ...

IOOF introduces digital adviser education hub

JAMIE WILLIAMSON | FRIDAY, 24 FEB 2017

IOOF launched a new digital investment tool for advisers. The online hub, Investment Central, will provide advisers with access to three different resource pools to help them in developing the best possible strategy for their clients. 'The Knowledge ...

Elders introduces adviser education scholarships

KERRIE SYDEE | MONDAY, 24 OCT 2016

Elders Financial Planning is introducing education scholarships to support its adviser network ahead of the proposed education reforms. Elders Financial Planning general manager Tony Beaven said the scholarships are open to all advisers in the Elders ...

Zurich launches education curriculum

KERRIE SYDEE | TUESDAY, 3 MAY 2016

Zurich Financial Services Australia has launched the Zurich Curriculum, in a bid to support adviser education and development. The Zurich Curriculum aims to provide advisers and their support staff with the skills and knowledge to build specialist expertise ...

NAB partnership puts adviser education at forefront

KERRIE SYDEE | TUESDAY, 3 MAY 2016

... demonstration of NAB's commitment to increasing professional standards, adding to our continuing focus on increasing adviser education levels and requiring all advisers across our network to be members of a professional association. "We believe ethics ...

Associations support adviser standards amendments

DARREN SNYDER | FRIDAY, 29 APR 2016

... asking for high-risk and high-reward, they'll have the behaviour set accordingly." The timeframe to meet the adviser education and exam requirements has been revised from 1 July 2017 to 1 January 2019, while existing advisers will have until 1 January ...

PAGE:

Vision Super to drop fees upon merger

ELIZA BAVIN

Vision Super will drop administration fees once its merger with Active Super is complete.

Dixon Advisory clients should be heard at Senate inquiry: Anderson

ANDREW MCKEAN

Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients.

How to simplify super to get better retirement outcomes: Mercer

ANDREW MCKEAN

The superannuation system has lacked a clear direction for the provision of retirement outcomes, and while this is gradually changing, there remains a need to make it simpler for Australians, according to a Mercer report.

UBS injects $100m into Centuria Bass

ELIZA BAVIN

Centuria Bass has secured an additional $100 million commitment from global investment bank UBS.

Videos

Brought to you by

Confidence guaranteed

Gearing up

Entering a new era

Recipe for retirement readiness

Under the hood

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

READ MORE

Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

READ MORE

Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

READ MORE

Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

READ MORE

Industry Events

MORE INDUSTRY EVENTS

FEB

Advisers Big Day Out - Melbourne

Featured Profile

MORE PROFILES

Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

READ MORE