Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 661 - 670 of 1553 results for "Technical"

Grant Samuel adds retail distribution role

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... will be a welcome addition to the distribution team, bringing more than 16 years' experience with him. "He has strong technical knowledge, a broad understanding of the funds management market, in-depth knowledge of portfolio construction and experience ...

ACSA appoints inaugural chief executive

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... organisation is fully aligned to opportunities. ACSA's history of collaboration, and our member's willingness to share deep technical knowledge, provides a powerful platform for the ongoing development for our organisation," Brown said.

AFA keeps financial literacy front of mind

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... same, O'Dwyer knows the complexity in providing financial advice is increasing. She said advisers will not only need technical and strategic skills, but also ethical awareness to provide outcomes for Australians "at every stage of their life." She said ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... an art and not a science." "Today's insurance adviser must be anything from coach, counsellor and educator through to technical specialist, key negotiator and advice practitioner," Fox says. "The competitive landscape means consumers can fill some needs ...

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... implications for ongoing professional development which is now seen as more important than ever," Tucker said. Further, while technical skills evolve in the initial stages of an adviser's career, this slows once an adviser has started in their first ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Gold Coast! Our live blog is back for Day Two. AFA to reveal findings of a new advice study in the opening session. The technical aspect of the conference starts in earnest today with back-to-back Focus Sessions on from 1.15pm. Have you read our Day ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... disability benefits in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services Martin Breckon, the changes around death benefits reinforce the idea that super is not a vehicle for extensive ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...

Professional investment association rebrands

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... emphasise the importance of its exclusive Certified Investment Management Analyst (CIMA) certification - an international, technical portfolio construction program designed for investment and wealth management practitioners, IMCA Australia chair Brett ...

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
... share of their assets in higher-risk investments such as domestic shares and property. SuperConcepts general manager of technical services and education Peter Burgess said the results were interesting as they highlighted two complimentary behavioural ...