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Showing 91 - 100 of 233 results for "Roadshow"

Adviser roadshow shines light on modern-day advice

MICHELLE BALTAZAR  |  THURSDAY, 18 FEB 2016
Financial advisers took home plenty of business tips at an adviser roadshow yesterday - and many of them are refreshingly unconventional. The main function centre of Doltone House, overlooking the waterfront view of Jones Bay Wharf in Sydney, was the ...

Zurich launches LIF support initiative

MARK SMITH  |  THURSDAY, 18 FEB 2016
... Services Australia is launching a life insurance framework (LIF) support package for financial advisers, via a national roadshow. The 'Blueprints for the Future' comprise five pillars of LIF support, designed to help advisers position themselves ahead ...

New TAL scheme offers discounts for healthy living

MARK SMITH  |  THURSDAY, 11 FEB 2016
... designed to give advisers insight into embracing change and the benefits of holistic wellbeing. "During the TAL Health Sense roadshow, Paul will help advisers understand how we can tackle the decisions that precede change. He also provides tools to make ...

PROFILE: BlackRock head of corporate governance Pru Bennett

ALEX BURKE  |  TUESDAY, 22 SEP 2015
On a quiet afternoon in 2000, Pru Bennett was sitting with the three other partners of proxy advisory firm Corporate Governance International, wondering how they were going to jumpstart the business. "Gee," she remembers thinking, "We just need a few ...

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.