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Showing 2661 - 2670 of 4897 results for "Alex"

The power of saying no to difficult advice clients

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
Sometimes you need to refuse certain clients to grow your business. This was the message given by Multiforte director and 2014 Association of Financial Advisers Female Excellence in Advice award winner Kate McCallum. Speaking at the Association of Financial ...

The social benefits of advice

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
The true value of financial advice lies in its social and emotional benefits, according to Effortless Engagement owner Dean Lombardo. Speaking at the Association of Financial Advisers National Adviser Conference in Cairns, Lombardo related how he'd ...

Standing up for risk advisers

ALEX GAMBOTTO-BURKE  |  MONDAY, 26 OCT 2015
The Association of Financial Advisers remained a part of the Life Insurance Framework discussions to avoid a "lottery" in the Senate, according to chief executive Brad Fox. Speaking at the AFA 2015 National Adviser Conference in Cairns, Fox discussed ...

Pengana grows team ahead of fund launch

LAURA MILLAN  |  MONDAY, 26 OCT 2015
... Equity Trustees and business development roles with Australian Unity's Lifeplan Funds Management and the BT Financial Group. Alex Keen will be regional distribution manager for New South Wales. Keen was previously senior business development manager ...

Women to inherit 70% of intergenerational wealth: report

MICHELLE BALTAZAR  |  MONDAY, 26 OCT 2015
The stakes are high when it comes to providing financial advice to women, particularly as they are predicted to inherit the bulk of the intergenerational wealth transfer in the next few decades; yet at the same time, are hampered by lower pay and earnings ...

AMP wealth earnings down post-Genesys closure

ALEX BURKE  |  FRIDAY, 23 OCT 2015
AMP's wealth management arm has seen a 49% dip in net cashflow in the third quarter to September 2015 (compared to the previous corresponding period). In its quarterly update, AMP explained this was largely due to the closure of Genesys Wealth Advisers ...

Futuro makes five key appointments

ALEX BURKE  |  FRIDAY, 23 OCT 2015
Futuro has appointed four new planners and a client service coordinator across its aligned practices. Manly Financial Services in Sydney has appointed a senior strategy and research adviser, Brisbane-based iPlan has hired a planner, and Stablewealth ...

AFA appoints member services manager

ALEX BURKE  |  FRIDAY, 23 OCT 2015
The Association of Financial Advisers has appointed a new member services manager. Roz Kaye joins the AFA from netwealth, where she was head of operations. She has also held roles at Premium Wealth Management, Australian Wealth Management, Bridges Financial ...

AIA launches adviser support service

ALEX BURKE  |  FRIDAY, 23 OCT 2015
AIA Australia has launched its Business Growth Hub, a service aimed at supporting advice business owners. The service is available online and through AIA's client development team, and provides planners with strategic business advice on issues such ...

Estate planning key to holistic advice

ALEX BURKE  |  THURSDAY, 22 OCT 2015
Integrated estate planning services will become a critical competitive advantage in financial advice, according to Australian Unity Personal Financial Services chief executive Steve Davis. Speaking at the Australian Unity business update event in Sydney ...