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Showing 651 - 660 of 1528 results for "Technical"

Centrepoint expands virtual offering

JAMIE WILLIAMSON | FRIDAY, 15 SEP 2017

... professional development training to support advisers' knowledge around estate planning, including access to a range of technical webinars and articles, newsletters and FAQs, as well as educating advisers on the latest changes in the industry. Centrepoint's ...

New manager for Charter Hall fund

JAMIE WILLIAMSON | WEDNESDAY, 6 SEP 2017

... million. Matt will be supported by our integrated platform across asset management, property management, development and technical services which will facilitate our objective for the CPOF portfolio to deliver superior returns for all CPOF investors," ...

Underwriting expert joins ClearView

KARREN VERGARA | WEDNESDAY, 6 SEP 2017

... 25 years of underwriting experience includes working at AMP for seven years as chief underwriter as well as service technical underwriting manager. Page has also held senior roles at NRMA and Colonial. Page said underwriters traditionally focused solely ...

ANZ revamps life insurance offering

KARREN VERGARA | FRIDAY, 25 AUG 2017

... of this offer and they're marrying that with the clients' individual needs." RGA Australia head of underwriting and technical services, Meredith Barnes, commented the offerings are a good example of innovative product design. "They have designed a product ...

Liquidnet promotes Australian leader, names successor

DARREN SNYDER | TUESDAY, 22 AUG 2017

... TradingScreen, he was head of electronic trading for Australia and New Zealand at Citigroup. He has also had business and technical roles at J.P. Morgan, UBS, Nomura and HVB-Unicredit in both New York and London. Throughout his career O'Brien has also ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON | TUESDAY, 22 AUG 2017

... Matt Heine and futurist Anders Sorman-Nilsson - overwhelmingly supported the need for advisers to shift away from being technical specialists. "This whole industry is under a misnomer that money is the point. It's not. Lifestyle is. We need to change ...

Executives must think beyond the technical

KARREN VERGARA | TUESDAY, 22 AUG 2017

Transitioning from a technical to a leadership role is challenging for financial services executives who overlook the broader soft skills to be effective leaders. CommInsure chief financial officer and chief actuary Jennifer Lang says executives may ...

Contribution caps cause SMSF cash surge

ALEX BURKE | THURSDAY, 17 AUG 2017

... concessional contribution caps were either $50,000 or $100,000 depending on a member's age," SuperConcepts executive manager technical and strategic solutions Phil La Greca said. "Benefit payment levels continued to climb as a result of the transfer ...

Heffron acquires superannuation advice specialist

DARREN SNYDER | THURSDAY, 10 AUG 2017

... Heffron SMSF Solutions managing director Martin Heffron said McPhersons has established "an enviable reputation for technical excellence within the Queensland accounting and financial planning community." "We are delighted to say that Lyn Formica, Allan ...

Advisers searching for LRBA answers

ALEX BURKE | WEDNESDAY, 2 AUG 2017

... limited recourse borrowing arrangements have been advisers' primary concern over the past quarter, according to BT Advice Technical research. Advisers' queries focused on two key issues: first, the proposal to combine outstanding LRBA debt to calculate ...

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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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