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Showing 561 - 570 of 1528 results for "Technical"

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... and Craig Meldrum, who joined Infocus earlier this month; Mitchell as chief investment officer and Meldrum as head of technical services. "Using his talent, expertise and fresh perspective, Steve will help execute our growth plans, help Infocus and our ...

FASEA bumps adviser CPD to 50 hours

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JUL 2018
... and extend their professional capabilities, knowledge and skills, including keeping up to date with all regulatory, technical and other developments relevant to professional practice," the body said. FASEA also released draft guidance on education pathways ...

FASEA releases professional year guidance

JAMIE WILLIAMSON  |  TUESDAY, 24 JUL 2018
... from 1 January 2019. FASEA proposes the professional year be designed to ensure the practical learning of four core technical competencies that new advisers - to be known as provisional relevant providers (PRPs) - have learned during their degree studies. ...

Deductible super contributions front of mind: BTFG

HARRISON WORLEY  |  FRIDAY, 20 JUL 2018
... adviser queries around deductible personal super contributions have increased. According to BT Financial Advice's (BTFA) technical team, the top query from financial advisers in the June quarter was about deductible personal superannuation contributions. ...

Infocus grows executive lineup

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... Mitchell will report directly to Infocus managing director Darren Steinhardt. He is joined by Australian Unity's head of technical services Craig Meldrum who has taken on the same role at Infocus, leading the development and implementation of its end-to-end ...

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... a specific education pathway for accountants providing SMSF advice under a limited AFSL. In contrast, wealthdigital technical manager Rob Lavery believes FASEA represents a major hurdle for accountants in the SMSF space. "Unlike RG146, the standards ...

Financial services employees face ongoing stress at work

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
... changes like retirement," Lydon said. "All of these moments require staff to be empathetic, supportive as well as know the technical components of their job. This can create pressures and stress if staff are not trained or well supported," A special ...

Private equity firm closes $558m mining fund

KANIKA SOOD  |  TUESDAY, 10 JUL 2018
... understand capital efficiency and can demonstrate edge in accessing opportunity and execution through their superior technical experience and regional knowledge." The fund's current Aussie holdings include Pembroke Resources, a Sydney-based company pursuing ...

Chief economist update: Chinese dragon now a bear

BENJAMIN ONG  |  WEDNESDAY, 27 JUN 2018
... dropped to 2844.51 points from this year's peak of 3559.47 - a 20.1% dive that pushed the benchmark index into a technical bear market. It's down by 14% this year to date. Forget the 2018 China GDP growth forecasts that the mammoth international ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... joining Fitzpatricks is former Perpetual Private head of strategic advice, Colin Lewis. Lewis has been appointed head of technical services at the dealer group, having specialised in technical advice for more than 30 years. In addition to Perpetual Private ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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