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Showing 11 - 16 of 16 results for "Adviser Roadshow"

Advisers must know more than client history

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... whole lives." Entering its 10th anniversary, the AFA Foundation will primarily focus on fundraising at GenX, the Adviser Roadshow series and the National Adviser Conference. At each conference the AFA Foundation partners with one local charity. This ...

Adviser roadshow shines light on modern-day advice

MICHELLE BALTAZAR  |  THURSDAY, 18 FEB 2016
Financial advisers took home plenty of business tips at an adviser roadshow yesterday - and many of them are refreshingly unconventional. The main function centre of Doltone House, overlooking the waterfront view of Jones Bay Wharf in Sydney, was the ...

REITS, cash, equities the safe bet

ELISE BURGESS  |  FRIDAY, 2 SEP 2011
... cash products and equities have all been picked as the safest investment choices for advisers at the Midwinter Adviser Roadshow in Sydney this morning. Daniel Needham, managing director for Ibbotson Associates, told 380 delegates that while the equities ...

Coaching tips invigorate adviser roadshow

ALISON BEVEGE  |  WEDNESDAY, 27 JUL 2011
Financial advisers were treated to a magical list, staff empowerment and "I've got the cookie" in a memorable coaching session on how to build an award-winning business at the Association of Financial Advisers national roadshow in Sydney today. Steve ...

Annuities help combat longevity risk: Cooper

ELISE BURGESS  |  FRIDAY, 4 MAR 2011
Jeremy Cooper, the newly appointed chair of Challenger Retirement Income, spoke at an adviser roadshow about the threats of longevity, inflation and market risks on retirement savings, raising concerns that most portfolios are too equities-focused in ...

Planners still optimistic on equities

... DeAM surveyed over 1400 advisers for the poll between January and March of this year as part of its national adviser roadshow.
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