//
archives

Finance Services & Insurance

This category contains 11 posts

RFS 2011 discusses the rebuilding of RFS

No other event in Australia focuses on the broad spectrum of RFS like IIR’s Retail Financial Services Forum 2011! Now in its 9th year, the Retail Financial Services Forum offers an unrivalled opportunity for the entire retail financial sector to meet, learn, network and plan the future direction of Australia’s dynamic banking industry. The Retail … Continue reading »

Exclusive interview with Dan DeFelippi, Entrepreneur and ex US Secret Service Consultant, USA

We had the opportunity to interview Dan DeFelippi, Entrepreneur and Ex US Secret Service Consultant from the USA who will be speaking at the the 12th Annual Fraud Summit 2011 to be held on the 27th and 28th of June in Sydney. 1. What motivates perpetrators to commit fraud in your view? 2. You have … Continue reading »

Basel III – what are its impacts?

Patrick Winsbury, Senior Vice-President, Financial Institutions Group, Moody’s Investors Service Paul Lichtenstein, Partner. Advisory, KPMG Alex Sell, Chief Operating Officer of The Australian Securitisation Forum (Part 1) Alex Sell, Chief Operating Officer of The Australian Securitisation Forum (Part 2)   Website: http://www.iir.com.au/basel Contact: +61 2 9080 4090 Twitter: http://www.twitter.com/iir_australia Linkedin: http://www.retailfinancialservices.com.au/linkedin

Ian Gilbert of ABA talks retail financial services challenges

Ian Gilbert, Head of Retail Regulatory Policy, Australian Bankers Association is a speaker at IIR’s Retail Financial Services Forum 2010, 23–24 August 2010 in Sydney. 1. What level of risk is acceptable for retail banking clients? 2. What are your thoughts on the convergence of the investor with the consumer in the current regulatory environment? … Continue reading »

Brett Clark of TOWER Australia predicts hot RFS trends

Brett Clark, CEO of TOWER Australia discusses Australia’s retail financial services sector today, predicts hot trends for 2011 and how these trends can be utilised to out-innovate competition. He is speaking at IIR’s Retail Financial Services Forum 2010 on the 23-24 August 2010 in Sydney. Website: http://www.retailfinancialservices.com.au Contact: +61 2 9080 4090

Chris Hamilton on mobile and online payments for retail services

Chris Hamilton, CEO of Australian Payments Clearing Association explains his thoughts on the changing payments landscape, tailoring payment solutions to satisfy customer needs, future of online and mobile payments and the future challenges that financial services providers face. He is speaking at IIR’s Retail Financial Services Forum 2010 on the 23-24 August 2010 in Sydney. … Continue reading »

Retail Financial Services 2009 on ABC Lateline Business

Doctor Malcolm Edey, Assistant Governor, RBA, spoke at IIR Conferences‘ Retail Financial Services 2009 Forum earlier this week and this event was reported on ABC Lateline Business news.

Adviser relationship skills crucial in current economic climate

Consumers have very real concerns about the state of the global economy and specifically, the effect it is having on their portfolios and the realisation of their goals and objectives. Now more than ever, they need good financial advice to avoid making costly decisions, although the state of the markets, the well-publicised demise of Storm … Continue reading »

Senator Sherry to address financial regulation conference

Senator Nick Sherry, Minister for Superannuation and Corporate Law, will speak on the Federal Government’s latest responses to global financial market turmoil at the Financial Services Regulation Summit in Sydney on 29-30 October. In his presentation he will discuss the $10.4 billion fiscal stimulus package to bolster the Australian economy and measures to strengthen our … Continue reading »

Estate planning cuts through the cycles

Recent share market falls underscore the need for financial planners to include estate planning in their portfolio of services, says lawyer Michael Fitzpatrick. “Too many financial planners neglect estate planning when it should be at the heart of client service,” he says. “Without an estate planning service, financial planners aren’t doing the whole job for … Continue reading »

Corporate Video

Archives

Enter your email address to follow this blog and receive notifications of new posts by email.

Follow

Get every new post delivered to your Inbox.