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Showing 2201 - 2210 of 4746 results for "Financial advisers"

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... you can fill, your competition can never touch you," he said. Ramm gave examples including advocating that financial advisers move away from generic marketing merchandise. "Get a customer service budget," he said, explaining that financial advisers should ...

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
The Association of Financial Advisers named the recipient of the 2018 Excellence in Education Award. Felicity Cooper of Queensland-based Cooper Wealth Management has been recognised for her commitment to professional development via continuing education ...

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR  |  WEDNESDAY, 10 OCT 2018
... 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 between ...

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... sense of entitlement, he said, extends all the way to how Australians spend their time upon retiring - putting financial advisers in the hot seat to manage not only the wealth of the Baby Boomer generation, but the transfer of that wealth. "The sort ...

Former AFA president recognised

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
A former national president of the Association of Financial Advisers has been awarded the 2018 Michael Murphy Award. Dugald Mitchell, who served as AFA national president in 1987-88, was recognised for his dedication to the betterment of the financial ...

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... Enhancers financial adviser was named the 2018 Rising Star of the Year award at this year's Association of Financial Advisers National Adviser Conference. The award, which is sponsored by ANZ Wealth, was presented to Rebecca Pritchard in recognition ...

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 ...

Random questions forge deep connections

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
First time attendees to the Association of Financial Advisers' National Adviser Conference learned it only takes a few questions to create deeper connections with clients. At a dedicated session, first time delegates were asked to meet new people by ...

AFA appoints general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
The Association of Financial Advisers appointed a new general manager for strategic 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 ...

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
The association representing CFAs is asking its charterholders be allowed to qualify as financial advisers, as FASEA overhauls the educational standards in the advice industry. CFA Institute chief executive Paul Smith was in Sydney for a briefing that ...