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Showing 731 - 740 of 1553 results for "Technical"

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 ...

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 ...