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Showing 31 - 40 of 298 results for "Delegates"

Not the time for long-term decisions: Baur

HARRISON WORLEY  |  FRIDAY, 7 FEB 2020
... with a balanced portfolio. Don't overweight tech, I think that outperformance is over," he said. Baur also advised delegates to stay balanced between US and international equity markets, noting the US' outperformance is "probably about finished". ...

Planners heed SMSF risk warning

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
Are you effectively communicating the importance of diversification to your SMSF clients? Delegates have been warned how to avoid triggering the ATOs radar. Aaron Dunn, who is the chief executive of Smarter SMSF, has provided an update on SMSF regulation ...

FASEA exam tips from those who passed

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
A group of financial planners who recently passed the FASEA exam have offered their tips for success to delegates at the 2019 FPA Congress during a chat with the authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton ...

FASEA chief to provide update

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
The chief executive of the Financial Adviser Standards and Ethics Authority will address delegates at the FPA Congress, with an update expected. FASEA chief executive Stephen Glenfield will speak as part of a regulatory update, with Julie Berry from ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... suits each member best," he explained. "At this year's Congress we encourage members to network with fellow Congress delegates, and get in touch with them directly by accessing the list of delegates on FPA Community." Congress will be the first test ...

FPA Congress could be biggest yet

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
The 2019 Financial Planning Association of Australia Congress is on track to be the biggest yet, with numbers of delegates registered surpassing last year's. Dante De Gori, chief executive of the FPA, said registration numbers are tracking to beat the ...

Secrets to selling revealed

ELIZABETH MCARTHUR  |  MONDAY, 2 SEP 2019
... at all anymore - and may present a future risk, she said. "This is a people business," Hoskin said. She then provided delegates with some practical advice for keeping a moral compass during a sale process and supporting clients and their team through ...

REP 515 divides advice community

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... two by the corporate regulator. Providing a policy outlook at the AFA National Conference in Adelaide, Anderson asked delegates whether they were experiencing the pain of ASIC's Report 515, released in March 2017. About a third of the advisers in ...

Train of legislation to hit advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... advised the audience member to talk to Senator Jane Hume, who took to the stage after Bishop. Bishop also encouraged delegates to speak to their local members and spell out the ways that legislative changes will impact them and their businesses. She ...

No extension to FASEA deadline

JAMIE WILLIAMSON  |  WEDNESDAY, 28 AUG 2019
... they can achieve it." AFA chief executive Phil Kewin expressed some disappointment following Hume's speech, telling delegates: "I think like me you were hoping to hear a positive announcement today. You've heard Senator Hume is listening and ...