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Showing 41 - 50 of 99 results for "Specialisation"

Frontier Advisors builds investment team

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... senior people to join our team in the investment strategy and quantitative solutions areas, as we add depth to the specialisation we offer our growing client base as their needs become more sophisticated."

Adviser exam draft legislation released

JAMIE WILLIAMSON  |  MONDAY, 17 DEC 2018
... statement provides no indication that exam questions will be tailored according to advice area authorisation or specialisation." It is FASEA's intention to have the first exams held in mid-2019, to be scheduled quarterly and every two months for existing ...

RBA calls for more innovation

KANIKA SOOD  |  FRIDAY, 26 OCT 2018
... help bring new innovations to the market more quickly. "We are sort of hoping that the pace can quicken up the specialisation of certain product can be more clearly attached to the needs of the customer segment. So for us as a market structure operator ...

Industry responds to latest FASEA guidance

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
... contemplating retiring early rather than complete education where they question the relevance to their area of specialisation and the cost and time impact upon their businesses and family," the AFA said. The association said it will petition for the ...

Spring FG wealth GM departs in management restructure

ALEX BURKE  |  TUESDAY, 6 FEB 2018
... operating loss, Spring said that it had "faced significant external challenged associated with two of its key areas of specialisation, being self-managed super and residential property investment advice during FY2017." "These external factors included ...

The next generation of bancassurance

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... away from manufacturing which should result in better outcomes for clients, given the benefits associated with specialisation and best of breed solutions. This shift presented a significant opportunity for IOOF recently, acquiring part of ANZ's wealth ...

Adviser group expands national footprint

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
... that will offer clients more options when it comes to managing their wealth portfolios, in particular, Affinity's specialisation in aged care and retirement village financial advice which is unique to the Brisbane market. Affinity founder and senior ...

Watermark makes two key hires

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
... Felton joins in the role of portfolio manager and will work across all of Watermark's funds, bringing with him a specialisation in capital goods, transport and infrastructure. Felton held his role at Platinum Asset Management for 12 years and was part ...

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
... exponentially increased our referrals. The complexity of advice has made it very hard to be a jack-of-all trades. Specialisation has certainly helped us," he said. AFA chief executive Brad Fox also highlighted the example of Brisbane financial planner ...

HLB Mann Judd appoints partner in Melbourne

MARK SMITH  |  FRIDAY, 30 SEP 2016
HLB Mann Judd has appointed a new partner to its Melbourne business advisory services division. Taking on the role is Eric Maillard who has more than 20 years' experience in business services and previously worked at both Shadforth and Deloitte. Maillard ...