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Showing 21 - 30 of 37 results for "National Roadshow"

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
... (AFA) have secured PortfolioConstruction Forum chief finology officer, Dr David Lazenby, to address the AFA National Roadshow in July. The US-based psychologist has 15 years' experience working with financial institutions and insurance companies on issues ...

AFA GenXt roadshow connects knowledge and performance

MARK SMITH  |  MONDAY, 19 JAN 2015
... will focus on education and knowledge as a means to drive business and client performance at this year's GenXt National Roadshow. More than 1,500 people are expected to attend the roadshows that are taking place in state capitals in February. Now in ...

AFA Excellence in Education state winners announced

HARRY PAGE  |  FRIDAY, 1 AUG 2014
... Association of Financial Advisers (AFA) 2014 Excellence in Education Award (the Award) were announced at the AFA July National Roadshow. The 2014 finalists for are Charles Badenach from Main Street Financial Solutions, Shaun Hunt from Hunt Wealth, Geoff ...

FPA puts TASA back in the agenda

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
The Financial Planning Association (FPA) is putting the Tax Agent Services Act (TASA) 2009 back on the advisers' agenda ahead of the implementation in July 1, 2014. The association has put together four webinars and a toolkit campaign that aim to educate ...

AFA to lobby on FoFA through grassroots campaign

LAURA MILLAN  |  MONDAY, 10 FEB 2014
... well defined, understood and enforceable." The AFA will brief around 1,400 financial advisers during the GenXt National Roadshow on the amendments and the legislative framework. Submissions to the FoFA amendments will close on February 19th.

PIMCO lands OnePath advice mandate

ELISE BURGESS  |  WEDNESDAY, 14 MAR 2012
... past 12 months," said Peter Dorrian PIMCO head of global wealth management. PIMCO will participate in OnePath's national roadshow in March to discuss the new strategies with advisers.

AFA female adviser award grabs industry attention

ELISE BURGESS  |  THURSDAY, 25 AUG 2011
... female under-insurance and low superannuation savings. Women in Leadership Masterclasses, running within the AFA National Roadshow, has taken feedback from the nomination process to discuss issues female financial advisers are encountering, such as staying ...

Adviser fee structures hit the spotlight

ALISON BEVEGE  |  THURSDAY, 28 JUL 2011
Fee structures for financial advisers was a hot topic at a national roadshow in Sydney yesterday with revelations that asset-based fees could not be charged on geared clients. Stewart Bell, executive consultant from Elixir Consulting, gave a detailed ...

Coaching tips invigorate adviser roadshow

ALISON BEVEGE  |  WEDNESDAY, 27 JUL 2011
... memorable coaching session on how to build an award-winning business at the Association of Financial Advisers national roadshow in Sydney today. Steve Salvia, financial coach and chief executive of Southern Financial Strategies gave helpful pointers ...

AXA Aus preps for next phase of North

ELISE BURGESS  |  THURSDAY, 10 MAR 2011
... AXA's staff over the past four years. Emery and Meller plan to release the new North platform at an upcoming national roadshow. Around 2,000 advisers are expected to attend.