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Showing 571 - 580 of 2297 results for "Conference"

FPA appoints new chair, director

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
The Financial Planning Association has chosen a board member to chair its board. Marisa Broome will move into the role when current chair Neil Kendall's term concludes in November. She has worked in the financial services industry for over three decades ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
... Financial Advisers' latest white paper, Great Advice for More Australians, released yesterday at the AFA National Adviser Conference. Produced by CoreData, the white paper demonstrates the positive differences financial advice makes in the lives of advised ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified ...

Royal Commission an opportunity: Anderson

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... to risk management. Speaking as part of a panel session at the Association of Financial Advisers' National Adviser Conference, AFA general manager of policy and professionalism Phil Anderson said it would be a big mistake if the advice industry were ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity. The UK-based founder of OMG Marketing & ...

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR  |  WEDNESDAY, 10 OCT 2018
Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness." Connelly compared picking an adviser to selections ...

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
Demographics Group managing director Bernard Salt told delegates at the 2018 AFA National Adviser Conference that financial advice is the business to be in after Australia's sustained period of economic growth. Salt took the conference audience through ...

AFA Foundation celebrates record year

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
... Nathan Taggart, Ross Barnwell, Cara Williams, David Mounsey and Michael Molloy. This year's AFA National Adviser Conference will raise funds for Legacy, Black Dog Institute, Make A Wish and MS Research Australia. The Queensland charity partner is ...

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... named the 2018 Rising Star of the Year award at this year's Association of Financial Advisers National Adviser Conference. The award, which is sponsored by ANZ Wealth, was presented to Rebecca Pritchard in recognition of her refreshing approach to ...

Perception is everything: Kewin

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
... Association of Financial Advisers chief executive Phil Kewin's opening address at the 2018 AFA National Adviser Conference on the Gold Coast. Acknowledging the industry has room to improve, Kewin said the key concern of advisers should be shifting ...