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

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."

Super splitting could save $21,000 in tax: AMP

... taking full advantage of the new rules could save couples up to $21,000 in tax. On the back of an extensive adviser education program for planners, Peter Nicholas, AMP director of savings and retirement, explained that by utilising the tax-free threshold ...

Underinsurance still an issue for industry

... sustainability and holistic advice with integrated solutions are key issues for insurance. Increasing awareness through adviser education and access to workplace advice will contribute to a successful insurance plan.
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