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Showing 701 - 710 of 1528 results for "Technical"

Super playing dangerous risk game: Milliman

ALEX BURKE  |  MONDAY, 23 JAN 2017
... losses more acutely than the pleasure of gains." Ultimately, the paper implored funds to use far greater actuarial and technical firepower to analyse the disparate needs of their members. It also said funds need to make far fewer assumptions about what ...

CPA creates planner education solution

EMMA RAPAPORT  |  FRIDAY, 20 JAN 2017
... the CPA strongly encourages candidates to first complete studies in Australian taxation. Rainmaker Information head of technical services, advice and education Giovanni Munoz said that he welcomes the creation of the fundamentals program, but notes that ...

Wealth management firm enters retail

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
... maximise brand presence. "Our team-based approach to advice, and centralisation of key functions including the delivery of technical expertise, has been designed to support a broad geographic network of branches and ensure consistency of service delivery ...

Perpetual expands investment specialist team

EMMA RAPAPORT  |  WEDNESDAY, 11 JAN 2017
... positioned to achieve future growth." "The investment specialists team plays a crucial role in providing the business with technical and analytical support that helps service the needs of our clients and potential clients," Curtis said Mehmet will work ...

Advisers must be tribal: Stackpool

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
... types of advice firms is key to providing the best possible advice. "Creating trust with our clients is complex. As technical experts we can track the discovery process and continually check in and manage strategies and behaviours," Stackpool added. ...

Defining DB for advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
... topic for financial advisers, with clarification around non-account based pensions leading queries to the BT Advice Technical team. According to BT's technical consultant Tim Howard, the team saw a growing interest in the area throughout the December ...

Insurance in super must be maintained: AIA

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... improving member communications around insurance. Chaired by Jim Minto, the ISWG is comprised of a governance board and a technical working group made up of ASFA, the FSC, Industry Super Australia, AIST and IFF, and also representatives from a range ...

IOOF shifts senior staff to lead Bridges

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... roles. Joining the Bridges leadership team in the role of head of business support is Kate Anderson, currently head of technical services at IOOF. Anderson has more than 15 years' experience in financial services, largely in management of technical teams ...

Class partners for improved SMSF compliance

JAMIE WILLIAMSON  |  TUESDAY, 20 DEC 2016
... documents, subject to fair use policy. Members will also be provided with access to monthly accredited CPD courses on SMSF technical issues through The SMSF Academy's platform, Campus. Commenting on the partnership, Class chief executive Kevin Bungard ...

Link completes AustralianSuper transition

JAMIE WILLIAMSON  |  MONDAY, 19 DEC 2016
... location. "The acquisition of Superpartners was a significant milestone for the business and it is testament to the team's technical proficiency and professionalism that we could transition such a significant amount of personal information with minimal ...

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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