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Showing 91 - 100 of 229 results for "Roadshow"

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... PortfolioConstruction Forum chief finology officer Dr. David Lazenby. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney, Lazenby compared the traditional advice process to a combination of "doctor visit, maths class and ...

Advisers need to collaborate

ALEX BURKE  |  WEDNESDAY, 29 JUL 2015
... to Complete Financial Balance principal Brendan Cox. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney, Cox - whose company won the 2014 AFA Practice of the Year award - said that it was only by having an open discussion ...

NSW Advisers Big Day Out kicks off next week

STAFF WRITER  |  WEDNESDAY, 22 JUL 2015
Registrations for the Financial Standard's NSW Advisers Big Day Out Investment Manager Roadshow are closing soon. The country's leading fund managers, including Altair Asset Management, Auscap Asset Management, Insync Funds Management, La Trobe Financial ...

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
... (AFA) have secured PortfolioConstruction Forum chief finology officer, Dr David Lazenby, to address the AFA National Roadshow in July. The US-based psychologist has 15 years' experience working with financial institutions and insurance companies on issues ...

Asteron discusses alternative commission structure

DARREN SNYDER  |  FRIDAY, 29 MAY 2015
... product model allowing advisers to build in commissions. Asteron Life executive manager Mark Vilo reportedly told a company roadshow in Melbourne the idea by no means provides all the answers. One of the Trowbridge report's recommendations suggests level ...

JPM Global Strategic Bond Fund rated by Zenith

MARK SMITH  |  THURSDAY, 5 MAR 2015
... Tai Hui, will be promoting the unconstrained fixed income strategy at J.P. Morgan Asset Management's inaugural Advisor Roadshow in Brisbane on 21 April, Sydney on 22 April, and Melbourne on 23 April.

Young advisers flock to the AFA

STAFF WRITER  |  TUESDAY, 17 FEB 2015
... association we have created a feeling of vibrancy, of being connected and enthusiastic, driven and confident." The latest GenXt roadshow gathered 1,300 advisers in six capital cities across Australia.

FSI proposal to ban LRBAs "draconian"

LAURA MILLAN  |  THURSDAY, 12 FEB 2015
... and argued against a complete ban of self-managed super fund (SMSF) borrowing to buy property. Speaking at an AFA GenXt roadshow in Sydney, Anderson referred to the FSI recommendation that superannuation funds could transfer their clients to income streams ...

Life insurance commissions must remain an option: AFA

LAURA MILLAN  |  WEDNESDAY, 11 FEB 2015
... is in doubt, but we should give appropriate consideration to other options available," Anderson said at an AFA GenXt roadshow in Sydney. A report by the Australian Securities and Investments Commission (ASIC) on life insurance rated 45% of advice a failure ...

AFA GenXt roadshow connects knowledge and performance

MARK SMITH  |  MONDAY, 19 JAN 2015
... will focus on education and knowledge as a means to drive business and client performance at this year's GenXt National Roadshow. More than 1,500 people are expected to attend the roadshows that are taking place in state capitals in February. Now in ...