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Showing 4401 - 4410 of 9819 results for "Advisers"

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... best interest. That is the opinion of Sydney advice firm Leading Advice managing director Katrina Haskew. She believes advisers must have access to the same information as their client's doctor if they are to develop effective estate planning and wealth ...

AFA can contribute to draining the swamp: George

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
The chief executive of ANZ Wealth has called on the Association of Financial Advisers to contribute to mandatory reference checking of advisers that frequently change licensee. Speaking as part of a panel discussion at the AFA's National Adviser Conference ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... the practice of yoga took home the 2017 Female Excellence in Advice Award. Presented at the Association of Financial Advisers' National Adviser Conference on the Gold Coast last week, Wellthy founder and financial coach Lea Schodel was recognised for ...

AFA launches mental health service

DARREN SNYDER  |  MONDAY, 16 OCT 2017
The Association of Financial Advisers has partnered with one of Australia's largest providers of employment assistance programs to help its membership with mental health support services. AFA Care is a partnership with Davidson Trahaire Corpsych and ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Corgenius chief executive Amy Florian said how advisers deal with the broad financial responsibilities of baby boomer clients will shape future generations and their interaction ...

AFA keeps financial literacy front of mind

DARREN SNYDER  |  MONDAY, 16 OCT 2017
The Association of Financial Advisers will soon join an updated list of supporters for ASIC's National Financial Literacy Strategy. Heading up the AFA's Financial Literacy Working Group, Dianne Charman told Financial Standard the AFA has constantly ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Sir Bob Geldof urged the financial advisers of Australia to proactively prepare for the significant generational wealth transfer that is approaching to ensure people continue to receive financial advice. The keynote speaker at this year's Association ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year. Crowned on Friday night at a gala dinner to celebrate the close of this year's AFA National Adviser Conference, private client adviser Fraser ...

Colonial First State names new distribution head

ALEX BURKE  |  FRIDAY, 13 OCT 2017
... said "the firm is working closely with partners to expand its product range and is expecting to see strong interest from advisers in these products as customers increasingly seek to address longevity risk." He added that CFS will continue evolving its ...

Long-standing AFA member and mentor honoured

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... international hockey commentator has been honoured with this year's Michael Murphy Award at the Association of Financial Advisers' National Adviser Conference. Celebrating his 40th year of AFA membership at the association's 40th annual conference, Godfrey ...