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Showing 11 - 20 of 233 results for "Roadshow"

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
... the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes La Trobe expects to dominate investment decisions and markets ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
Financial advisers are increasingly leaning towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... private credit, the group's continued focus on the asset class has certainly paid off. "Five or six years ago, I did a roadshow around Australia with our domestic distribution team titled 'What is private credit?' as back then we saw that ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... issue and that having one small error can invalidate the entire process. Anderson told the recent United Association Roadshow in Sydney that, following an ASIC review under Report 636 in 2019, the regulator urged advisers to go into product systems and ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
... demand for advice. The FAAA's chief executive Sarah Abood, who spoke at the newly merged organisation's United Association Roadshow Sydney leg this morning, highlighted the fact that the worrying decline in adviser numbers is not commensurate to the ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... advisers to understand their research provider's business model. Di Cristoforo told a recent Morningstar adviser roadshow that the advice profession has spent a better part of 10 years progressively weeding out conflicts of interest, putting itself ...

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... be known as the Financial Advice Association of Australia from April 3, the two bodies will run the United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
... Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association Roadshow will be a full-day event, visiting 10 capital and regional ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
The Association of Financial Advisers (AFA) has reported an operating loss of $273,135, an improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). ...

iExtend adds lead alliances role

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
... Investment Services and general manager of wealth management NZ and Queensland at ANZ. His promotion follows a joint roadshow he worked on in July with the Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association ...