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Showing 41 - 50 of 168 results for %22AFA National Adviser Conference%22

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... executive Phil Kewin said. The Adviser, Practice and Rising Star of the Year will be announced at the AFA National Adviser Conference on the Gold Coast from October 10-12.

Female Excellence in Advice finalists announced

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
... week. More than 370 nominations and 44 applications were received for this year's award, a record number according to the AFA. The Female Excellence in Advice Award is a joint initiative by the AFA and TAL, and celebrates women in financial advice who ...

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... its own investigation into why three of its members entered into enforceable undertakings with ASIC in as many days. While AFA chief executive Phil Kewin said he would not discuss the circumstances of individual members, he did confirm that the association ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... change the role of financial advisers, Rainmaker Group director of research Alex Dunnin said. AFA National Adviser Conference The Association of Financial Advisers' 2017 National Adviser Conference centred on adaptive change and brought together Australia's ...

Fee-for-service faces ultimate risk test

DARREN SNYDER  |  TUESDAY, 19 DEC 2017
... discount over the life of their policy and there's less risk for clawback," she told the 2017 AFA National Adviser Conference in October. Rando Associates director and senior adviser Mark Rando, who predominantly advises on risk, was an original disbeliever ...

AFA praises FASEA's 'sensible' first priority

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
... the education pathway for new advisers is an encouraging first step by the board. The move by FASEA has been welcomed by the AFA, with chief executive Phil Kewin labelling it as an "eminently sensible announcement." He said providing certainty and direction ...

Super changes increasing adviser workload: Financial Standard poll

KARREN VERGARA  |  MONDAY, 16 OCT 2017
... "Focus on things that are tremendously painful and think about those as candidates for innovation," Symons said at the recent AFA 2017 National Adviser Conference. "Most of your industry loves meeting clients but that love then decays quickly when the ...

AFA can contribute to draining the swamp: George

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... to mandatory reference checking of advisers that frequently change licensee. Speaking as part of a panel discussion at the AFA's National Adviser Conference, Alexis George said the various sectors of the financial services industry need to get better ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... connection between the thoughts and actions that may be influencing her client's feelings around money. In congratulating Schodel, AFA chief executive Phil Kewin said: "Lea redefines financial advice that demonstrates a meaningful and tangible connection ...

AFA launches mental health service

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... Australia's largest providers of employment assistance programs to help its membership with mental health support services. AFA Care is a partnership with Davidson Trahaire Corpsych and was officially launched at the AFA 2017 National Adviser Conference ...