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Showing 141 - 147 of 147 results for "Richard Klipin"

PIS' Edmondson wins 2006 AFA Adviser of the Year

HAMISH MADDEN  |  WEDNESDAY, 1 NOV 2006
... principal of Encore, Peter Sobels consultant with Plan for Life, Michael Murphy outgoing president of the AFA and Richard Klipin the AFA's chief executive officer. Troy Edmondson, the 2006 winner, is a senior partner with Professional Investment Services ...

Matrix planner wins AFA Rising Star Award

HAMISH MADDEN  |  MONDAY, 30 OCT 2006
... five finalists but just one winner from a very strong field of candidates. Chief executive officer of the AFA, Richard Klipin, said the calibre of some of the AFA's younger members was clearly on display. "The quality across the whole field was good ...

AFA launches its new website

HAMISH MADDEN  |  WEDNESDAY, 18 OCT 2006
... allows greater flexibility just as they are doing in their own businesses." Chief executive officer of the AFA, Richard Klipin, said the website upgrade was robust, scaleable and would service members into the future. "The members want online access ...

We need professional education courses that set advisers apart: AFA

KATE HAGE  |  WEDNESDAY, 12 APR 2006
... week's shadow shopping fallout, and the answer they say, is in improved professional education. AFA chief executive, Richard Klipin, admitted what keeps members of the financial adviser community up at night is the question of how to make financial planning ...

Fee for service not the finance cure-all: AFA

... AFA view is very much that the Financial Services Reform (FSR) addresses that issue," said the association's CEO Richard Klipin. He added, "Our view is that neither [fee for service or commissions] are better or worse but it's up to the adviser and the ...

Planners advised to plan ahead on succession

... Fidelity is also releasing a series of adviser software toolkits, including one on succession strategies. Meanwhile, Richard Klipin, the new CEO of the Association of Financial Advisers (AFA), said that succession planning and training new financial ...

New AFA chief eyes under-insurance and business succession

After a six-month long search, the Association of Financial Advisers (AFA) has appointed a new CEO, Richard Klipin, who hopes to increase the group's membership by addressing key issues including the nation's chronic under-insurance and business succession ...