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Showing 551 - 560 of 1553 results for "Technical"

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... Code of Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on Thursday and prior to the Financial Adviser Standards and Ethics Authority (FASEA) releasing its education ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... reading), of which 70% will need to be approved by licensees. FASEA has defined minimum hours for CPD categories as follows: Technical - five hours; Client Care and Practice - five hours; Regulatory Compliance and Consumer Protection - five hours; Professionalism ...

Chief economist update: Buy the dip or sell the rallies?

BENJAMIN ONG  |  TUESDAY, 13 NOV 2018
... aims to buy next time the price falls to the level he first missed out on. This is the overriding thinking behind what technical analysts call "support levels". "Selling on rallies" is just the opposite. Investor misses out on selling XYZ stock at a ...

Advice firm hires for increasing regulatory environment

KANIKA SOOD  |  TUESDAY, 6 NOV 2018
... newly created role. Warren will oversee all financial reporting matters within the network, implementing a national technical consultation process, quality monitoring, training and providing technical accounting advice. She is a member of chartered accounts ...

Advisers choose their own journey on BT hub

DARREN SNYDER  |  FRIDAY, 2 NOV 2018
... practices with services such as: AFSL transition support; ASFL responsible manager support; customisable client marketing; technical support; governance support; insights; and a schedule of educational and networking events. The hub follows the launch ...

Bravura live on NZ bank

KANIKA SOOD  |  MONDAY, 29 OCT 2018
... partnership with Sonata is an important step in the bank's evolution. "Sonata's rich functionality and modern technical architecture will allow us to continue developing our digital capability and enhancing our customer experience, whilst also ...

Digital advice engagement spikes for super members

KARREN VERGARA  |  THURSDAY, 25 OCT 2018
... replace the role of a human adviser. "Automated digital advice technology is liberating our clients' advice teams from the technical process of constructing advice so they can focus on the human interaction aspect of client engagement," he said.

Downsizer scheme gains ground

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... gaining traction, with the new scheme topping the list of adviser queries for the September quarter. BT Financial Group's technical team fielded about 3000 queries over the quarter, a significant number of which were around the new measures which allow ...

Australian Unity adds new research lead

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... Unity general manager of licensee services John Carnevale said. Australian Unity also recently appointed a new head of technical services in Yvonne Chu. She joins from Colonial First State's technical team which she was a part of for 11 years and ...

NEOS unveils underwriting and sales team

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... Yardley said NEOS has focused on recruiting only the very best people the industry has to offer, not only in terms of technical capability, but also in terms of interpersonal skills. "Our recruitment policy is to only recruit people who are in the top ...