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Showing 4421 - 4430 of 9819 results for "Advisers"

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
The 2017 Rising Star of the Year Award was presented at the opening of this year's Association of Financial Advisers National Adviser Conference on the Gold Coast on Wednesday. Mia Taylor of Evalesco Financial Services was awarded the accolade, which ...

Soft skills the new pages in adviser playbook

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... chief executive Phil Kewin said the 2017 National Adviser Conference is deliberately focused on the soft skills financial advisers need in their tool kits as Australians become more dependent on advice for financial wellness. Speaking at a media briefing ...

Advisers underrated at claim time

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
Financial advisers must recognise they are the key conduit between clients and life insurers; otherwise the experience at claim time could be unfavourable to all parties. Succession Matters insurance and estate planner Mike Sayer said advisers who accept ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... including Map My Plan's online self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology for the benefit of their clients rather than as an alternative to traditional advice models. ...

Advice improves lifestyle outcomes: Research

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... retirement. Sunsuper head of advice and retail distribution Anne Fuchs said the research validates the value financial advisers provide to Australians in helping them achieve financial goals and retirement dreams. "Most Australians have a pretty good ...

The 50 names you need to follow

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
... said. PROFILE: AFA chief executive Phil Kewin Delegates can expect a professional development program with more than 30 advisers "sharing their advice and business strategies, blended with world class business and industry leaders." Headlining the 2017 ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... marketing. 1.15pm - The last round of focus sessions. Financial advice experts Annick Donat and Eleanor Dartnall put advisers in front of schoolkids (virtually!) to challenge their thinking around how to make advice more accessible to the public. Meanwhile ...

Increased scrutiny driving regtech need

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
Kaplan Professional is urging financial advisers and their licensees to embrace regtech solutions in the face of ASIC's recent crackdown on non-compliance. Kaplan and Red Marker - which was acquired by Kaplan earlier this year - are working together ...

AMP improves adviser mental health training

KARREN VERGARA  |  TUESDAY, 10 OCT 2017
AMP has refreshed its mental health training for financial advisers with new content that exceeds the minimum standards of the Life Insurance Code. Initially designed for customer-facing insurance staff, the modules aim to help advisers manage difficult ...

Countplus flags divestments, appoints two principals

ALEX BURKE  |  TUESDAY, 10 OCT 2017
... Accountants and Financial Planners. The second appointment is Jane Beverley, who is now managing principal of Evolution Advisers. In July, Countplus said it was divesting firms that generated aggregate operating losses in FY2017. At the time, the group ...