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Showing 3751 - 3760 of 9819 results for "Advisers"

Perception is everything: Kewin

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
Financial advisers must proactively work to change the public perception of financial advice to ensure the industry's sustainability. This message underscored Association of Financial Advisers chief executive Phil Kewin's opening address at ...

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 ...

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 ...

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
The association representing CFAs is asking its charterholders be allowed to qualify as financial advisers, as FASEA overhauls the educational standards in the advice industry. CFA Institute chief executive Paul Smith was in Sydney for a briefing that ...

CFS technical expert moves to Australian Unity

KARREN VERGARA  |  WEDNESDAY, 10 OCT 2018
... led CFS's FirstTech division, comprising a team of technical analysts who provide technical support to financial advisers, which included superannuation, self-managed super fund, taxation, estate planning, social security and aged care. Australian ...

Banks vow to end grandfathered commissions

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
The banking industry wants to dismantle the legislative framework that allows financial advisers to receive grandfathered commissions and end fees for no service across the industry, ABA chief Anna Bligh said in Sydney this morning. To this end, the ...

ASIC bans Spectrum Wealth adviser

KARREN VERGARA  |  WEDNESDAY, 10 OCT 2018
... Project (LILD Project), under which the corporate regulator receives reports from life insurers that list the names of advisers who meet specific thresholds relating to lapsed policies. ASIC then analyses these reports as well as other data to identify ...

Scale integral to adviser success

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... philosophy and operating model, Acadia Wealth Advice principal Chris Fallico said. "It can be an attractive proposition for advisers who, in partnership with the right collective, could access significant scale benefits for clients, and increase and ...

RC interim report is fair: Spot poll

KARREN VERGARA  |  MONDAY, 8 OCT 2018
... while one-in-five thought it was "unfair and unreasonable." A minority said it was "weak." The Association of Financial Advisers, in responding to the interim report, said the report does not suggest a good understanding of financial advice and fails ...

Mason Stevens launches global equity SMA

KARREN VERGARA  |  MONDAY, 8 OCT 2018
... ex-Australia index. Mason Stevens managing director Thomas Bignill said there has been solid demand for the portfolio from advisers seeking a high growth and global concentrated portfolio. "Franklin Templeton's disciplined investment process seeks to ...