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Showing 2021 - 2030 of 4389 results for "financial Advice"

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... that change." Cooper will receive a $25,000 education scholarship to study with Kaplan. Caleb Dozzi of Dozzi Financial Advice was highly commended for his significant achievements in furthering his education. He will receive a $10,000 scholarship from ...

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 ...

Former AFA president recognised

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
... Mitchell, who served as AFA national president in 1987-88, was recognised for his dedication to the betterment of the financial advice industry. In announcing Mitchell as the award recipient, AFA national president Marc Bineham said the award's namesake ...

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... combination of communication and strong technical skills. "Rebecca has a refreshing and energetic approach to providing financial advice. Her strong technical skills combined with dynamic communication have quickly established a solid foundation for ...

Perception is everything: Kewin

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
Financial advisers must proactively work to change the public perception of financial advice to ensure the industry's sustainability. This message underscored Association of Financial Advisers chief executive Phil Kewin's opening address at ...

AFA appoints general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
... alliances. David Plant will now be responsible for building mutually beneficial alliances across the spectrum of financial advice. He has worked in the industry for nearly three decades, with previous senior roles including licensee operations, business ...

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
... pool swells and people dip in at retirement, they will take that money out possibly in lump sums and will need financial advice. Australia is also getting "wealthier and wealthier" and there's a lot of wealthy immigration into the country as well ...

Banks vow to end grandfathered commissions

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
... Anna Bligh said in Sydney this morning. To this end, the ABA is seeking new legislative changes to the Future of Financial Advice (FoFA) reforms. It is also overhauling its banking code of practice to stop banks from charging fees to deceased client ...

Scale integral to adviser success

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
The successful financial advice businesses of the future will be those that have gained effective scale. That is the view of Fortnum Private Wealth, believing the increasingly challenging nature of running an advice business will give rise to advice ...

ANZ compensation bill hits earnings

KARREN VERGARA  |  MONDAY, 8 OCT 2018
... 66%/34% between continuing and discontinued operations. The compensation bill includes issues that arose from bad financial advice or for services not provided within ANZ's former aligned dealer groups. It will also include product reviews relating ...