Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 3741 - 3750 of 9819 results for "Advisers"

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 ...

Aged care RC will spook Aussies into advice

HARRISON WORLEY  |  THURSDAY, 11 OCT 2018
... going to be able to do that is by properly planning for it. We think that there will be greater discussion with their advisers around aged care and incorporating that as part of, 'What do you think this (the Commission) means for me?'" DRC Care Solutions ...

Royal Commission an opportunity: Anderson

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... acceptable culture and right approach to risk management. Speaking as part of a panel session at the Association of Financial Advisers' National Adviser Conference, AFA general manager of policy and professionalism Phil Anderson said it would be a big ...

ASIC delays adviser reporting deadlines

KARREN VERGARA  |  THURSDAY, 11 OCT 2018
ASIC has delayed reporting dates relating to the professional standard reforms for financial advisers. On 1 August 2018, ASIC announced existing financial advisers that don't appear on its Financial Adviser Register (FAR) will be forced to complete ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... you can fill, your competition can never touch you," he said. Ramm gave examples including advocating that financial advisers move away from generic marketing merchandise. "Get a customer service budget," he said, explaining that financial advisers should ...

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
... 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 between ...

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... sense of entitlement, he said, extends all the way to how Australians spend their time upon retiring - putting financial advisers in the hot seat to manage not only the wealth of the Baby Boomer generation, but the transfer of that wealth. "The sort ...

Former AFA president recognised

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
A former national president of the Association of Financial Advisers has been awarded the 2018 Michael Murphy Award. Dugald Mitchell, who served as AFA national president in 1987-88, was recognised for his dedication to the betterment of the financial ...

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... Enhancers financial adviser was named the 2018 Rising Star of the Year award at this year's Association of Financial Advisers National Adviser Conference. The award, which is sponsored by ANZ Wealth, was presented to Rebecca Pritchard in recognition ...