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Showing 9941 - 9950 of 22150 results for "Tim"

Focusing on the bad to make it better

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Financial advisers must shift their thinking on the least enjoyable aspects of what they do and instead consider their capacity for innovation. Speaking at the 2017 AFA National Adviser Conference today, Red Marker chief executive Matt Symons said industry ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
Less than three months remain until the Life Insurance Framework becomes commonplace for advisers and experts say there's still time to review or reconsider advice pricing options. The AFA 2017 National Adviser Conference will hear from four industry ...

Equity income boutique enters retail market

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
A boutique global equity asset manager has partnered with Bennelong to launch its flagship fund to retail investors, having previously operated in the wholesale and institutional markets. Wheelhouse Partners' Wheelhouse Global Equity Income Fund has ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
A leader among financial advisers has been rewarded for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award ...

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Findings from the Association of Financial Advisers' latest white paper may have significant implications on the incoming adviser education standards. Research supporting the association's 'A new advice competency framework' white paper shows that because ...

Confidence up but will consumers shop?

BENJAMIN ONG  |  THURSDAY, 12 OCT 2017
Along with the increasing sun shiny days that spring brings to our part of the globe come the green sprouts of optimism among us, Australians all. For the first time in 11 months, there are more optimists than pessimists in this land girth by sea. This ...

Technology will shape financial services

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
Financial advisers must challenge themselves to see where technology can add value to their business models if they wish to remain relevant in the coming years. That was the key theme of a presentation delivered by futurist Chris Riddell at the 2017 ...

Advisers underrated at claim time

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... Claims and the Role of the Adviser session is TAL head of retail claims Sandra Hill and Henderson Ross & Co senior partner Tim Ross. Hill said managing a client's claim is a key competitive advantage to retail advised life insurance, and there is evidence ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
The proliferation of financial stress across the Australian population is at its height and yet so many impediments to gaining quality financial advice remain. This is the key driver behind Association of Financial Advisers' president and Noall ...

Magellan soars past $1.5bn for massive IPO

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2017
Magellan's new listed investment trust (LIT) has raised $1.55 billion ahead of listing on the ASX next week - representing one of the largest IPOs for a listed investment vehicle. The Magellan Global Trust represents the next phase of Magellan's ongoing ...