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Showing 891 - 900 of 2485 results for "Association of"

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... PwC, Macquarie, MLC, Colonial First State, NAB, Commonwealth Private and, most recently, the Financial Planning Association of Australia. "We're very focused on the fact that we want positive progression, meaning we're not caught up in what hasn't happened ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals Congress in Hobart this morning, the whitepaper maps fintech to the ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... and an important message MiQ Private Wealth partner Lisa Weissel is sharing at the upcoming Financial Planning Association of Australia's Professional Congress in Hobart next week. Weissel, together with wetalkmoney's Tony Sandercock, will explore some ...

ASIC remains firm on IFA definitions

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
... example Statement of Advice (SOA) in RG 90 with a new example SOA. The updated RG 90 will be released shortly. The Association of Financial Advisers (AFA) has previously said ASIC's interpretation of the terms "independent", "impartial" and "unbiased" ...

ASIC appoints former AFA chief

ALEX BURKE  |  MONDAY, 13 NOV 2017
... named the 18 members of its Financial Services and Credit Panel (FSCP), including the former chief executive of the Association of Financial Advisers. Brad Fox will join the FSCP along with Annette Spencer, Bruce Debenham, Calvert Duffy, Christina McArthur ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... executing the efficient, repeatable and robust processes carried out by goals-based advisers - a running theme at the Association of Goals Based Advice's inaugural conference. Profile Financial Services' Sarah Abood said solutions simply don't exist ...

China trade deficit with Australia widens

BENJAMIN ONG  |  THURSDAY, 9 NOV 2017
... from the US, China also enjoys a trade surplus with the European Union (US$11.3 billion in October) and the ASEAN (Association of Southeast Asian Nations) - Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, Philippines, Singapore, Thailand, Vietnam ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney yesterday, with MKM Partners' Oscar Martinis saying the various mechanisms to implement ...

Advisers divided on mixing advice: Poll

KARREN VERGARA  |  MONDAY, 6 NOV 2017
... idea. Only 13% of advisers are slightly interested in offering digital and face-to-face services to clients. The Association of Real Return Investment Advisers general manager Rebecca Jacques recently highlighted concerns robo-advice is mis-selling products ...

Cbus replaces two board members

KARREN VERGARA  |  FRIDAY, 3 NOV 2017
... Association, and was previously its general manager of operations. She was also the chief executive of the Brewers Association of Australia and New Zealand. Wawn said she is looking forward to driving continued growth in the fund, including amongst employers ...