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Showing 1 - 10 of 290 results for "Delegates"

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... can use to safeguard themselves not only when dealing with clients but as early as the onboarding process. Bobbin told delegates on day three of the SMSF Association Conference in Brisbane that this involves reassessing their client communication tools. ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... Addressing day three of the SMSF Association National Conference this morning, Cyber Collective founder Fraser Jack warned delegates that the chances of getting hacked as a financial services business are extremely high. "Recent data suggests that financial ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... to the ongoing debate on the legislation emanating from the Quality of Advice Review," he said. Hay-Bartlem addressed delegates at the opening of the SMSF Association's National Conference in Brisbane this morning, saying that the ongoing success ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... face-to-face workshops. "In the workshops, we are pairing up the presenters so that we can offer a different lens to the delegates. So, it's not just strictly a legal view or an accounting view. We've tried in most of the sessions to incorporate ...

Key advice reforms still coming, Jones promises

JAMIE WILLIAMSON  |  WEDNESDAY, 22 NOV 2023
... Best Interests Duty and raised concerns that these recommendations may no longer be adopted. However, Jones assured delegates these changes are definitely still coming. "I know there's an eagerness to see changes to SoAs and safe harbour steps - ...

How to warm up for a 50-degree day

RACHEL ALEMBAKIS  |  WEDNESDAY, 30 AUG 2023
... impact on people and planet - and thus assets in portfolios - based on available information. Noble said the aim is for delegates to have the foundations of how to do their own climate scenario for different areas. "The idea of a climate scenario is ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals Congress this morning, Abood said there are positive signs in many areas of the profession ...

A year of change: Phil Anderson

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
... the minister to ensure these changes happen and we all have a role to play in making sure that happens." Addressing delegates at the AFA Thrive Conference on the Gold Coast, Anderson highlighted the educational standards and said the surrounding debate ...

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... Advisers' national conference is back in-person for the first time in three years, taking place on the Gold Coast. Delegates were welcomed to the conference by hosts Cara Williams from Sufficient Funds and Tim Ross from Henderson Ross and Co. "Our ...

Climate skills development needed: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2022
... 63% of investment professionals admit their climate skills need developing. Research director Alison Atherton offered delegates to the Conference of Major Super Funds a sneak peek of work the Institute has been undertaking into sustainable finance skills ...
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