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Showing 541 - 550 of 1528 results for "Technical"

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... Pritchard has already laid a solid foundation for future success thanks to her combination of communication and strong technical skills. "Rebecca has a refreshing and energetic approach to providing financial advice. Her strong technical skills combined ...

CFS technical expert moves to Australian Unity

KARREN VERGARA  |  WEDNESDAY, 10 OCT 2018
A long-serving Colonial First State technical expert is moving to Australian Unity. Australian Unity's advice arm appointed Yvonne Chu as its head of technical services. Chu spent more than 11 years at CFS, starting as a technical manager before ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... announced, financial advisers should delve deeper into the retirement living conversation with clients, according to a technical services expert. Speaking at yesterday's Challenger Financial Standard Technical Services Forum, AMP Financial Planning ...

Specialist insurer updates definitions

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... risk, where he was responsible for managing relationships between key stakeholders, as well as providing product and technical training to advisers. The appointment follows Sabrina Sequeira-Walmsley joining PPS Mutual as New South Wales state manager ...

Easton buys SMSF service provider

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support and para planning services to accountants across Australia. Easton Investments managing director Greg Hayes said ...

Chief economist update: China shares inclusion in MSCI is a blessing and a curse

BENJAMIN ONG  |  MONDAY, 17 SEP 2018
Three months and a few days ago, the inclusion of China's A-shares into MSCI indexes got investors all excited. 1 June 2018 marked the day when Morgan Stanley Capital Index (MSCI) included Chinese A-shares into its benchmark MSCI Emerging Markets ...

New accounting standards put pressure on life insurers

KARREN VERGARA  |  THURSDAY, 13 SEP 2018
... this deferral option," he said. The report warned insurers that implementing the two standards will need a "myriad of technical and operational decisions." Larger companies are ahead of the game compared to smaller companies. Nearly half (45%) of the ...

CommInsure misled FOS: Royal Commission

KARREN VERGARA  |  THURSDAY, 13 SEP 2018
CommInsure admitted it misled the Financial Ombudsman Service that was helping resolve a claimant's dispute by deliberately withholding medical information and delaying the process, the Royal Commission heard yesterday afternoon. Counsel assisting ...

SMSF cash allocation dips

KARREN VERGARA  |  WEDNESDAY, 12 SEP 2018
... to 17.3% in the 12 months to June 2018, according to SuperConcepts' survey of 2600 SMSFs. Executive manager of SMSF technical and strategic services Phil LaGreca said this money was mainly invested in the Australian equities sector. LaGreca said the ...

CBA research lead heads to Morningstar

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
... of experience in the financial services industry, having also previously worked as BT Financial Group's head of technical services and at CBA as national technical manager and financial planner. Morningstar managing director, Australasia Jamie Wickham ...