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Showing 961 - 970 of 2497 results for "Association of"

Remembering Gerry Porter

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
The financial advice industry is mourning the loss of the man behind the Association of Financial Advisers' Genxt initiative. Former AFA board member and Queensland state director Gerry Porter, who passed away over the weekend, is being remembered as ...

Advice requires customisation: Research

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
... to know how to read people and possessing emotional intelligence is key to this. Also presenting on the panel, Association of Financial Advisers chief executive Philip Kewin commented interpersonal skills - which are four times more critical to anything ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... retirement strategy which provisions cash for short-term spending and growth assets for the long-term. Using the Association of Superannuation Funds of Australia (ASFA) retirement standard of an approximate $550,000 nest egg corresponding to spending ...

Advice group inks deal with $7bn super fund

ALEX BURKE  |  FRIDAY, 21 JUL 2017
... the new arrangement, Tasplan will provide qualified advice referrals for members in mainland Australia via the Association of Independently Owned Financial Professionals (AIOFP). AIOFP manager member services Ray Bailey said the deal "provides significant ...

China awards private fund license to $900bn manager

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... $900 billion in assets under management has been granted a private fund management license by the Asset Management Association of China (AMAC). The AMAC license will allow UBS Asset Management to offer onshore fixed income, equities and multi-asset private ...

AFA collaborating for education framework rethink

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2017
The Association of Financial Advisers is calling on the broader financial services sector to help shape a new framework for adviser education, acknowledging all other existing frameworks in the market. The industry body will work with the Beddoes Institute ...

Vamos returns as governance firm chief executive

ALEX BURKE  |  MONDAY, 10 JUL 2017
Former long-serving chief executive of the Association of Superannuation Funds of Australia, Pauline Vamos, has become the chief executive of a firm providing ESG research to institutional investors. From today, Vamos will take the helm at Regnan, which ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
Live polling conducted at the Financial Planning Association of Australia's National Roadshow demonstrates a strong margin of financial advisers support the association's proposals around the forthcoming education and professional standards legislation. ...

Former AFA chief executive joins advice practice

JAMIE WILLIAMSON  |  TUESDAY, 4 JUL 2017
A former Association of Financial Advisers chief executive will assist wealth management firm Stanford Brown with its plans for expansion. Brad Fox, who resigned as AFA chief executive in March after four years in the role, will join Stanford Brown's ...

FPA supports ASIC independence definition

KARREN VERGARA  |  FRIDAY, 30 JUN 2017
The Financial Planning Association of Australia is voicing its support for ASIC's definitions on independent financial advice. FPA chief executive Dante De Gori said it is important to note that the definition of 'independent' under s923A of the Corporations ...