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FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... write to their 'future self' and where they see themselves financially. Meanwhile, Dr. Adam Tucker from the Beddoes Institute explains the new advice framework. #AFAau October 12, 8.50am - Good morning from the Gold Coast! Our live blog is back for Day ...

AMP improves adviser mental health training

KARREN VERGARA  |  TUESDAY, 10 OCT 2017
... about insurance implications." The materials were developed in partnership with non-profit organisation, the Black Dog Institute, as part of Mental Health Awareness Week (October 8 to 14). AMP recently launched an online Life Insurance Framework (LIF) ...

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... professionals to understand knowledge, attitudes and behaviours. The white paper, produced in partnership with Beddoes Institute, Asteron Life and Kaplan Professional and the product of industry-wide collaboration, aims to provide insight as to the knowledge ...

Active debate triggers Fidelity fee overhaul

ALEX BURKE  |  WEDNESDAY, 4 OCT 2017
Fidelity made significant changes to its global fee regime in response to ongoing debate concerning the value of active management. Describing the new fee model as a "fundamental change in how it charges for its services," Fidelity debuted its reduced ...

Less than half pass CFA exam

KARREN VERGARA  |  TUESDAY, 3 OCT 2017
... Chartered Financial Analyst (CFA) candidates failed the first level of the six-hour examination, recent results from the CFA Institute shows. Of the 63,281 global candidates who took the mid-year Level I sitting (also offered in December) only 43% passed ...

Expansion everywhere

BENJAMIN ONG  |  TUESDAY, 3 OCT 2017
... steepest rate for five months." If you think there's no stopping the Fed now, wait till you see the figures from the Institute of Supply Management. The ISM manufacturing index jumped to a reading of 60.8 in September - the highest in 13 years (May 2004) ...

Industry body questions AFCA funding model

EMMA RAPAPORT  |  THURSDAY, 28 SEP 2017
... reflect the accountability of each sector. In its submission to the Senate Standing Committee on Economics, the Australian Institute of Superannuation Trustees will argue that the funding model for the authority, which is due to hear complaints from ...

Professional investment association rebrands

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... said. Established in 1988, the CIMA certification meets international accreditation standards (American Nation Standards Institute/ISO 17024) for personnel certification. The CIMA certification process requires candidates to meet a minimum three-year ...

ASIC confirms new CIO

ALEX BURKE  |  FRIDAY, 22 SEP 2017
... assurance and later became a program director. Prior to ASIC, she was an examiner and assessor at accreditation and exam institute APMG Australasia and a management consultant with PCS. "Jo has a solid background in IT with over 30 years' experience ...

Setting the active record straight

ALEX BURKE  |  MONDAY, 18 SEP 2017
... benchmarks, according to Ariel Investments president Mellody Hobson. Speaking to Financial Standard at the Australian Institute of Superannuation Trustees Super Investment Conference, Hobson cited the S&P Dow Jones Indices Versus Active Funds (SPIVA) ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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