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Showing 71 - 80 of 82 results for "Adviser education"

AFA calls for more consultation on education

COMPANY RELEASE | MONDAY, 23 NOV 2009

... human services, financial services, superannuation and corporate law, called for high quality financial advice. "Adviser education is an extremely important ingredient in providing quality advice but so is experience and learning from your peers," said ...

Ripoll Inquiry must build on FSR progress: AFA

RUTH LIEW | THURSDAY, 6 AUG 2009

... clients can opt for fees, commissions or a combination of both. There is also a calling for a review of financial adviser education levels, and enhancing the current Financial Literacy Campaign.

Adviser education bar too low

RUTH LIEW | FRIDAY, 31 JUL 2009

... Sydney on Wednesday, said the entire industry - and adviser clients - would strongly benefit from increased adviser education and tougher qualification requirements. Fox said the current system, which requires potential advisers to complete a series ...

Pinnacle appoints distribution director

COMPANY RELEASE | FRIDAY, 26 JUN 2009

... manager for three years. During this time he worked with financial advisers and assisted in the development of the adviser education series and portfolio construction workshops. Prior to this role, Bullpitt worked at Citicorp and Credit Suisse Asset ...

More than just insurance

RUTH LIEW | THURSDAY, 14 MAY 2009

... underwriting and sales advice for life insurance. According to Dow, this particular module not only encompasses adviser education, but extends to AXA internal staff as well. "When they're processing claims, they need to attend to them with a mindset ...

Macq to expand planning base in Melbourne

RUTH LIEW | MONDAY, 21 APR 2008

... be in charge of all adviser key account relationships in Victoria and Tasmania. His initial focus will cover adviser education on the benefits of Macquarie's high conviction Australian equity strategy. Cleary has over eight years experience in funds ...

Securitor academy in the works

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND | THURSDAY, 17 APR 2008

... group has also teamed up with financial training firm Financial Essentials to provide its practices with the Adviser Education Assessment program, an online self-assessment tool. The online multiple choice review program covers self-managed superannuation ...

AFA maps education Pathway

The Association of Financial Advisers (AFA) hopes to fill the gap in adviser education by launching a new course that accommodates the time constraints and 'adult learning' needs of today's financial planners. It's nearly a year of consultation with ...

Genesys chooses preferred insurers

HAMISH MADDEN | TUESDAY, 26 JUN 2007

... wide group of insurers to assess their willingness to commit to sweeping improvements in claims management, adviser education and support and, critically, the way claims are managed." Despite Genesys' scale and being responsible for $13 million of new ...

AFA unveils new board

HAMISH MADDEN | TUESDAY, 14 NOV 2006

... 2006. Feedback from attendees at the National Conference confirms that the AFA is definitely filling a need in adviser education and representation in Australia."

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Legalsuper hunts for CIO

ELIZABETH FRY

Legalsuper is looking for a new investment chief following the resignation of Paul Murray, who departed the industry fund just nine months into the job.

Why more women aren't in financial services

ELIZA BAVIN

While financial services firms are looking for more women to fill roles, they aren't willing to make a simple change to entice them into those positions.

ASIC names new chief executive

MATTHEW WAI

The Australian Securities and Investments Commission (ASIC) has named a chief executive, following Warren Day's abrupt exit in June last year.

APG to invest exclusively for ABP

ANDREW MCKEAN

APG, the Netherlands' largest pension asset manager, will exclusively manage investments for ABP, the country's largest pension fund, starting around 2030.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Advisers Big Day Out - Melbourne

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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