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Showing 3401 - 3410 of 8611 results for "DIF"

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified ...

A question of ethics

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
The Royal Commission could have been avoided if one simple question had been asked: Does this feel right? Reinforcing closing remarks from the HIH Royal Commission in 2003, The Ethics Centre senior adviser Trent Moy said it is groupthink that reinforces ...

Chief economist update: Wall Street has fallen, prepare to be greedy

BENJAMIN ONG  |  THURSDAY, 11 OCT 2018
Wall Street has fallen! Repeat, Wall Street has fallen! The financial headlines made sure that you, I and Irene are spooked even before Halloween - with accompanying rationales at that. Wall Street plunges as investors seek safety - Sky News Sudden ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity. The UK-based founder of OMG Marketing & ...

Financial literacy critical to European retirement

DARREN SNYDER  |  THURSDAY, 11 OCT 2018
Australians are not alone when it comes to leaving retirement savings on the table from a lack of financial literacy. However, Europeans arguably face a steeper learning curve. The J.P. Morgan Asset Management 2018 Income Barometer Survey, which interviewed ...

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
The Association of Financial Advisers named the recipient of the 2018 Excellence in Education Award. Felicity Cooper of Queensland-based Cooper Wealth Management has been recognised for her commitment to professional development via continuing education ...

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR  |  WEDNESDAY, 10 OCT 2018
Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness." Connelly compared picking an adviser to selections ...

Random questions forge deep connections

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
First time attendees to the Association of Financial Advisers' National Adviser Conference learned it only takes a few questions to create deeper connections with clients. At a dedicated session, first time delegates were asked to meet new people by ...

Quant manager seeks to unscramble cryptocurrency dictionary

DARREN SNYDER  |  WEDNESDAY, 10 OCT 2018
A $160 billion global quantitative investment manager is supporting research that aims to determine whether cryptocurrency prices are predictable. Using natural language processing, the Oxford-Man Institute research is attempting to identify tradeable ...

AFA appoints general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
The Association of Financial Advisers appointed a new general manager for strategic alliances. David Plant will now be responsible for building mutually beneficial alliances across the spectrum of financial advice. He has worked in the industry for ...