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Showing 11 - 20 of 36 results for "National Roadshow"

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
... where artificial intelligence and big data can dominate discussion. Speaking at Magellan's financial adviser national roadshow recently, Douglass said if advisers remain true to their trusted roles within financial services there is little to fear from ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
Live polling conducted at the Financial Planning Association of Australia's National Roadshow demonstrates a strong margin of financial advisers support the association's proposals around the forthcoming education and professional standards legislation. ...

FPA to quell adviser fears around education

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2017
... standards for financial advisers will be the talking point of the Financial Planning Association of Australia's National Roadshow, hitting Brisbane, Melbourne and Sydney this week. FPA chief executive Dante De Gori said the education standards continue ...

AFA launches female excellence in advice award

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
... gender diversity and future vision. The Award is being launched alongside the announcement of the Inspire annual national roadshow, which since its inception, has assisted in a 30% increase in the number of women in the AFA's membership. According to ...

AFA returning to its roots

JAMIE WILLIAMSON  |  THURSDAY, 12 JAN 2017
Coinciding with its 70th anniversary, the Association of Financial Advisers launched an initiative to encourage member engagement at the grassroots level. New president Marc Bineham told Financial Standard the association has learned a lot of lessons ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
Currently making its way across the country, the 2016 Financial Planning Association (FPA) National Roadshow is hoping to prepare planners for the increasingly complex future of financial advice. Aimed at supporting advisers, the roadshow includes an ...

Zurich launches LIF support initiative

MARK SMITH  |  THURSDAY, 18 FEB 2016
... Services Australia is launching a life insurance framework (LIF) support package for financial advisers, via a national roadshow. The 'Blueprints for the Future' comprise five pillars of LIF support, designed to help advisers position themselves ahead ...

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... PortfolioConstruction Forum chief finology officer Dr. David Lazenby. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney, Lazenby compared the traditional advice process to a combination of "doctor visit, maths class and ...

Advisers need to collaborate

ALEX BURKE  |  WEDNESDAY, 29 JUL 2015
... to Complete Financial Balance principal Brendan Cox. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney, Cox - whose company won the 2014 AFA Practice of the Year award - said that it was only by having an open discussion ...

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
... (AFA) have secured PortfolioConstruction Forum chief finology officer, Dr David Lazenby, to address the AFA National Roadshow in July. The US-based psychologist has 15 years' experience working with financial institutions and insurance companies on issues ...