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Showing 181 - 190 of 805 results for "AFA"

Advice is valuable but advocacy issues abound

HARRISON WORLEY | FRIDAY, 12 OCT 2018

... of the Association of Financial Advisers' latest white paper, Great Advice for More Australians, released yesterday at the AFA National Adviser Conference. Produced by CoreData, the white paper demonstrates the positive differences financial advice makes ...

AFA shines spotlight on member service

JAMIE WILLIAMSON | FRIDAY, 12 OCT 2018

... its members for their exceptional service to the association, including across new categories. Traditionally comprising the AFA Appreciation Award alone, this year the AFA introduced two new categories: AFA Recognition Awards and the AFA Thought Leader ...

Female excellence in advice title awarded

JAMIE WILLIAMSON | FRIDAY, 12 OCT 2018

... should complement each other, not compete because we do amazing things and are very privileged to be able to do what we do." AFA chief executive Phil Kewin described Powell as a truly inspiring individual and a worthy winner. "She has used her personal ...

AFA remains steady ahead of FASEA reforms

JAMIE WILLIAMSON | THURSDAY, 11 OCT 2018

... reappointed unopposed, ensuring consistency of leadership and stability for the execution and implementation of education reforms. AFA national president Marc Bineham, vice president Michael Novak and treasurer Dave Slovenic will all remain in their ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR | THURSDAY, 11 OCT 2018

Social-savvy financial advisers share their winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified ...

Royal Commission an opportunity: Anderson

JAMIE WILLIAMSON | THURSDAY, 11 OCT 2018

... risk management. Speaking as part of a panel session at the Association of Financial Advisers' National Adviser Conference, AFA general manager of policy and professionalism Phil Anderson said it would be a big mistake if the advice industry were to ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR | THURSDAY, 11 OCT 2018

Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity. The UK-based founder of OMG Marketing & ...

Education excellence recognised

JAMIE WILLIAMSON | THURSDAY, 11 OCT 2018

... approach to education, proving it is not just about study but true personal development which results in enhanced skills," AFA chief executive Phil Kewin said. The award is supported by Asteron Life, with head of life intermediaries Daniel Waller saying ...

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR | WEDNESDAY, 10 OCT 2018

Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness." Connelly compared picking an adviser to selections ...

Advice is the business to be in: Salt

HARRISON WORLEY | WEDNESDAY, 10 OCT 2018

Demographics Group managing director Bernard Salt told delegates at the 2018 AFA National Adviser Conference that financial advice is the business to be in after Australia's sustained period of economic growth. Salt took the conference audience through ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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Tania Milnes

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Does association membership still matter?

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