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Showing 4411 - 4420 of 9819 results for "Advisers"

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
The AFA has partnered with a robo-adviser to assist financial advisers reach clients they previously couldn't as well as demonstrate the benefits of robo-advice. Announced at the Association of Financial Advisers' 2017 National Adviser Conference on ...

Focusing on the bad to make it better

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Financial advisers must shift their thinking on the least enjoyable aspects of what they do and instead consider their capacity for innovation. Speaking at the 2017 AFA National Adviser Conference today, Red Marker chief executive Matt Symons said industry ...

Cyber training is advice value-add: AUSTRAC

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
AUSTRAC director strategic intelligence and policy David Hawkins believes there are opportunities for financial advisers to value-add by providing cyber training services. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Hawkins ...

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... explore what it would take to start a consumer led 'value of advice' movement. At this year's Association of Financial Advisers' National Adviser Conference, Donat has partnered with former AFA Adviser of the Year, Dartnall Advisers' Eleanor Dartnall ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
Less than three months remain until the Life Insurance Framework becomes commonplace for advisers and experts say there's still time to review or reconsider advice pricing options. The AFA 2017 National Adviser Conference will hear from four industry ...

MetLife pushes for the retail market with new hire

ALEX BURKE  |  THURSDAY, 12 OCT 2017
MetLife will launch its retail life insurance offer to advisers and brokers next year and has appointed a head of retail sales from AMP to facilitate this process. Matt Lippiatt joins MetLife from AMP, where he was national account manager. He has held ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
A leader among financial advisers has been rewarded for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award ...

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Findings from the Association of Financial Advisers' latest white paper may have significant implications on the incoming adviser education standards. Research supporting the association's 'A new advice competency framework' white paper shows that because ...

Technology will shape financial services

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
Financial advisers must challenge themselves to see where technology can add value to their business models if they wish to remain relevant in the coming years. That was the key theme of a presentation delivered by futurist Chris Riddell at the 2017 ...

Values-based approach will advance advice

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
A former presidential aide to Nelson Mandela said financial advisers should adapt to and advance change with a values-based approach instead of trying to be the next popular item. Zelda la Grange told delegates at the AFA 2017 National Adviser Conference ...