Search Results | Showing 11 - 19 of 19 results for "Peate" |
| | The Association of Financial Advisers (AFA) has divided the traditional Adviser of the Year Award into two and will now recognise the best individual adviser and the best advice practice. "The original Adviser of the Year Award was established by the ... |
| | | Investment research firm van Eyk has acquired financial services consulting firm the Encore Group. Encore provides business development, sales, marketing, human resources, back office and succession planning. Encore Group founding partner Graham Peatey ... |
| | | West Australian financial planner, Troy MacMillan, has taken out the top gong at the Association of Financial Advisers (AFA) annual conference and been named Adviser of the Year for 2011. The award, sponsored by Zurich Financial Services Australia ... |
| | | Director of research at Beaton Research and Consulting, Dr Rebecca Shiels, has joined the judging panel for the ninth Association of Financial Advisers (AFA) Adviser of the Year Award In her current role, Dr Sheils responsibilities include business-to-business ... |
| | | Graham Campbell, financial adviser at Complete Financial Balance, has won the seventh AFA Adviser of the Year Award at the association's gala dinner held at the Gold Coast last night. The five other finalists this year were Marc Bineham from Noall & ... |
| | | The UK regulator's proposal to ban commissions on investment advice fuels fresh debate on the future of the local financial planning industry, with experts divided on how far the industry has come and where the real problems lie. The Financial Services ... |
| | | Despite the market upheaval in the past 12 months, financial planners are still meeting an average six clients each week, the same number as the previous year and 'too low' if a planner is serious about business longevity. The Business Health report ... |
| | | Thousands of planners are at risk of losing their industry accreditation if they haven't complied with a little known industry guideline on trail fees that took effect this year. Two years ago, the Financial Planning Association (FPA) introduced four ... |
| | | Troy Edmondson has taken out the Zurich 2006 AFA Adviser of the Year Award, presented at a gala dinner to conclude the 60th Annual AFA Conference last night. From 16 nominees, the field was whittled down to five finalists who were reviewed against five ... |
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