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Showing 711 - 720 of 1528 results for "Technical"

RI Advice launches retirement planning toolkit

ALEX BURKE | THURSDAY, 15 DEC 2016

... levels and superannuation balances that may not last them through retirement. "Combine this with the complex array of technical rules and regulations surrounding retirement planning and it is clear that pre-retirement specialist advice is now more critical ...

Ascot Securities makes key wealth and institutional hires

KERRIE SYDEE | TUESDAY, 6 DEC 2016

... and CFDs and has more than 10 years' experience in the industry. He is also a trading educator, training students in technical, fundamental and macroeconomic analysis and runs a one-off share sale service for Ascot Securities. Former OliveTree Financial ...

New chair at LGIAsuper

JAMIE WILLIAMSON | FRIDAY, 2 DEC 2016

... overseen LGIAsuper's audit and risk management committee and was a member of its investment committee. Smith has provided technical and strategic advice to large super funds and corporations for 30 years and is a former director and consulting actuary ...

Make advice go viral

JAMIE WILLIAMSON | FRIDAY, 25 NOV 2016

... based on your values and the things that you actually believe," said Wastle. However, Wastle warned that focusing on the technical side of what your practice does won't generate traction. Instead, he suggested delegates share client success stories and ...

Future of advice is bionic, not robo

KERRIE SYDEE | THURSDAY, 24 NOV 2016

... mentally much more confident their health will be much more positive. "Financial advice has traditionally been very technical but I think we all appreciate that there's a lot of emotions and behavioural economics proving that it's actually people's psyche ...

FPA recognises industry excellence

JAMIE WILLIAMSON | THURSDAY, 24 NOV 2016

... award. Meanwhile, the first ever FPA Paraplanner of the Year Award was presented to Cynthia Sercombe of Tupicoffs for her technical excellence, dedication to quality and passion for providing pro-bono services. Also an inaugural winner, ipac Western ...

Reversionary pension and CGT changes supported

DARREN SNYDER | WEDNESDAY, 16 NOV 2016

... months to adjust their affairs for the new transfer balance cap are welcomed." SuperConcepts executive manager, SMSF technical and private wealth, Graeme Colley told a recent Challenger Financial Standard Technical Services Forum that the transitional ...

Advisers drive annuities growth

KERRIE SYDEE | TUESDAY, 15 NOV 2016

... asset test changes coming into effect January 2017. "More advisers are looking to partner with providers who have deep technical support and a range of product solutions to support their retiree clients," he said.

New advisers in need of extra training

KERRIE SYDEE | FRIDAY, 11 NOV 2016

... position. The course focuses on three key skill areas including relationship mastery, business acumen and advice and technical competence. Head of wealth at Partners Wealth Group George Hluchaniuk spoke to a number of advice practices who believe tertiary ...

Technical Services Forum shines light on leading specialists

ALEX BURKE | TUESDAY, 8 NOV 2016

Technical services managers from IOOF and ANZ took the scholarship awards for UNSW Retirement Planning and Aged Care courses at the final Challenger Financial Standard Technical Services Forum for 2016. Ling Wang and Rahul Sing, technical services managers ...

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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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