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

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

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 

PKC – Costs to Serve

Join Madison Financial Group’s Business Development Manager Jaime Johns as she takes you through how to correctly ascertain your costs to serve clients.      What I’ve done is I’ve broken it up into four phases here. The discovery process, what I would encompass in this particular area is no matter how many meeting you […]

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 […]