Month: April 2016

PKC – Leveraging Recent RetireSelect Enhancements

Join Dan Powell & Rob Chowdhury from OneVue as they talk through how you can best use the recent RetireSelect updates.      LEVERAGING RETIRESELECT Dan: We will look at the documentation submission process that was recently changed and a lot of advisors weren’t aware so we’ve simplified that. Wealth portal enhancements what we’ve been […]

PHAROS Economic Forum – April 2016

PHAROS Economic Forum – April 2016

Join special guests Hugh Giddy and Clinton Grobler as we discuss the current and future Economic climate.    Extra Slides – PineBridge BIOGRAPHIES Webinar Bios for PEFM 21 April   Hugh Giddy – Senior Portfolio Manager and Head of Investment Research   Hugh is co-manager of the Investors Mutual Australian Share Fund and is Portfolio Manager […]

ARC Morningstar – Introduction & Refresher – April 2016

ARC Morningstar – Introduction & Refresher – April 2016

Join Geneveive Santos as she delves further into ARC Morningstar giving you a further introduction and a refresher.     PKC – MorningStar Introduction & Refresher I’m The training relationship manager for MorningStar the advisor research centre nationally. For the new users who have not used ARC as we call it I do like to show […]

Professional Development Day Round Up

With so much information given at the recent Madison Financial Group Professional Development Day, these resources are a guide and reminder of what information you received.   Tim Farrelly    PHAROS Investment Committee Update   Practice Management Update – Jamie Johns   SuperConcepts SMSF Regulatory Update – Philip La Greca   Life after LIF 

Aged Care Advice – March 2016

Aged Care Advice – March 2016

Join Andrew Keay from Aged Care Directions as he talks about the opportunities available to your business in Aged Care.        Bethany: Welcome to today’s fast Knowledge Collective webinar, ‘Commercialising Aged Care Offerings’ by Andrew Keay. Andrew: Thanks very much Bethany and good afternoon everybody. Aged care advice is an interesting place and […]