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Showing 6141 - 6150 of 12413 results for "Focus"

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Positioning Australians as the architect of their own financial advice journey might just be the ticket to getting more people engaged with the industry and achieving financial goals. With just 20% of Australians receiving financial advice, Madison ...

AMP Capital shutters core equities, restructures team

ALEX BURKE  |  THURSDAY, 12 OCT 2017
... manager said this move forms part of a global initiative to "modernise" its equities product suite, and that it will now focus on products that meet long-term client needs. It also clarified this doesn't imply AMP Capital is exiting active management ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... formal education and succeeded academically, but has also invested in and succeeded in developing the high level client focus and coaching self-development skills that clients value so highly," Hakes said. Ward received a $25,000 education scholarship ...

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... outcome of the research is superb for advisers and consumers equally." Tucker added that to date most competency frameworks focus exclusively on the technical skills required to provide advice, with this among the first to shift that focus. "I suspect ...

Values-based approach will advance advice

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... changing to," she said. "These are the critical questions we need to ask. The fundamentals of one's character should remain a focus in not only advancing change but advancing value-based change." She talked about reading that 2017 was an era of "smart ...

Soft skills the new pages in adviser playbook

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
AFA chief executive Phil Kewin said the 2017 National Adviser Conference is deliberately focused on the soft skills financial advisers need in their tool kits as Australians become more dependent on advice for financial wellness. Speaking at a media ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... still don't seek out financial advice and one of the main obstacles is the expense and complexity," Bineham said. In a focus session, 'Advice versus non-advice: When does the journey start?', Bineham will be joined by FinFocus Consulting's ...

EQT partners with fintech

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2017
... Hodge said: "The global regulatory landscape continues to evolve at a rapid rate, causing firms to place an even higher focus on effective oversight of outsourced operations. Having been pioneers of the automation of oversight, we are able to support ...

The 50 names you need to follow

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
... picture of where the advice industry sits in 2017. In the lead up AFA chief executive Phil Kewin said there will be more focus sessions than ever before, making it one of the largest practitioner-led conferences. "This means practical tips from experts ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... client engagement via email. He also recommends LinkedIn and Facebook as platforms for marketing. 1.15pm - The last round of focus sessions. Financial advice experts Annick Donat and Eleanor Dartnall put advisers in front of schoolkids (virtually!) to ...