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Showing 1 - 10 of 100+ results for "Challenger Financial"

Technical Services Forum: Testing risk tolerance

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
In uncertain times clients may not be as risk tolerant as previously thought, the virtual Challenger Financial Standard Technical Services Forum has heard. Digitally presenting, Challenger's head of technical services Andrew Lowe said many financial ...

Fixed income giant names Australia head

ALLY SELBY  |  TUESDAY, 21 JAN 2020
... Macquarie's wholesale distribution, marketing, and product management for seven years. He has also held roles at Challenger Financial Services and Asgard Wealth Solutions. Also on the back of Stewart's promotion, executive vice president Brendon Rodda ...

Waiting periods cost 214% on premiums: Research

ELIZA BAVIN  |  FRIDAY, 15 NOV 2019
... can be up to 214% higher if a member is defaulted into a shorter waiting period, research presented at the Challenger Financial Standard Technical Services Forum shows. Presenting at the forum yesterday, Rainmaker head of superannuation research Jason ...

Technical Services Forum: Keep advisers informed of change

HARRISON WORLEY  |  THURSDAY, 11 APR 2019
Lively discussion broke out during the first Challenger Financial Standard Technical Services Forum for 2019 in Sydney yesterday, with the consensus being financial advisers must be across which products are exempt from means testing. Challenger head ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... said the FASEA-led Code of Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on Thursday and prior to the Financial Adviser Standards and Ethics Authority (FASEA) releasing ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... retirement living conversation with clients, according to a technical services expert. Speaking at yesterday's Challenger Financial Standard Technical Services Forum, AMP Financial Planning technical consultant Stuart McMullen reminded financial ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
A room full of finance professionals tackled tricky case studies at the Challenger Financial Standard Technical Forum in Sydney yesterday afternoon. Technical services professionals from IOOF and BT Financial Group presented case studies based on two ...

QIC expands executive team, bolsters US footprint

KARREN VERGARA  |  TUESDAY, 8 MAY 2018
... business development in 2014. Previously, Asplin held senior positions at LaSalle Investment Management, Challenger Financial Services and Colonial First State. Delaney and Asplin start their new roles on 1 July 2018. Frawley said Asplin is a proven ...

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... are continually slipping under the radar as it becomes increasingly difficult to recognise. Speaking at the Challenger Financial Standard Technical Services Forum, KJB Law senior solicitor Kerstin Glomb said cases of improper exploitation - being abuse ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The September Challenger Financial Standard Technical Services Forum addressed two key concerns around superannuation reform: death benefits and the cost of aged care. Speaking on the former, Colonial First State senior technical manager Yvonne Chu ...
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