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Showing 5031 - 5040 of 9821 results for "Advisers"

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
Few advisers have a proactive referral strategy but with a few easy steps they can improve their chances of being recommended, according to Scott Charlton, a business coach who specialises in helping accountants and financial planners. Addressing delegates ...

Advisers must be aware of cognitive nuances

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
Financial advisers must understand the pitfalls of the human brain and the way human tendencies can impact how knowledge is shared, according to professor of psychology at Harvard University Dr Jason Mitchell. Developed over millions of years of evolution ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
... joint initiative between the AFA and Zurich, and is regarded as one of Australia's most prestigious awards for financial advisers. In its third year, the AFA Practice of the Year Award, which is also a joint AFA/Zurich initiative, is the foremost award ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... in the profession and in the broader community. Diamantidis accepted her award at the annual Association of Financial Advisers (AFA) conference in Canberra. After acknowledging the work of her fellow finalists and thanking the award sponsor TAL, she ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... are likely to go lower and will stay lower for longer. Recent research from Investment Trends found more than 60% of advisers intend to suggest annuities to their clients this year, up 19% from the prior year. "Many retirees have seen dividends cut ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
... according to Kearney Group chief executive Paul Kearney. Speaking as part of a focus session at the 2016 AFA National Advisers Conference, Kearney took delegates through his top tips to murder their financial planning businesses. His first tip focused ...

Adviser reform about recovering social licence

MARK SMITH  |  THURSDAY, 6 OCT 2016
Risk advisers must accept controversial reforms are about salvaging consumer trust and should unite to rebuild it rather than drive the industry apart, a panel of insurance industry stakeholders said on day two of the AFA's annual conference. Risk adviser ...

Advisers must know more than client history

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
To have a successful financial advice practice advisers must move beyond technical advice and truly get to know their clients, according to AFA Foundation chair Olivia Sarah-Le Lacheur. Speaking at the 2016 AFA National Adviser Conference, Sarah-Le ...

AFA excellence in education award winner revealed

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
The Association of Financial Advisers and Asteron Life have presented the 2016 AFA Excellence in Education Award this morning. Ascent Wealth Management's Stephen Nielsen was presented the award, while Steve Dobson of Mal Dobson & Associates was awarded ...

Crestone signs former Rio Tinto CEO

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... created from the acquisition of UBS Wealth Management Australia. It has 180 employees, including more than 70 investment advisers who have worked together for an average of 10 years, and offices in Brisbane, Melbourne and Sydney.