Search Results | Showing 3741 - 3750 of 9819 results for "Advisers" |
| | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
|