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Showing 7081 - 7090 of 9822 results for "Advisers"

Huge opportunity in untapped business insurance

MARK SMITH  |  WEDNESDAY, 31 OCT 2012
Advisers who are not involved in the sale of business insurance are missing out on a hugely profitable opportunity, according to Affinity Planning's Peter Hartnell. Hartnell, a risk product specialist with more than 50 years experience, says that the ...

Olivia Maragna wins AFA 2012 Adviser of the Year Award

MARK STORY, MARK SMITH, LINDA HAUSKEN  |  WEDNESDAY, 31 OCT 2012
The Association of Financial Advisers (AFA) ended this year's conference on a high note, acknowledging the work of leading financial advisers at last night's AFA 2012 Adviser of the Year Award ceremony. This year's award winner is Olivia Maragna, co-founder ...

Tyndall develops fixed income info kit

BEN COLLINS  |  TUESDAY, 30 OCT 2012
An information kit has been developed by asset manager Tyndall AM to help advisers explain how fixed income works to their clients. It will include eight fact sheets on different aspects of fixed income, such as credit markets, covered bonds, and the ...

Avoid estate planning mistakes

BEN COLLINS  |  TUESDAY, 30 OCT 2012
Advisers may need more technical and compliance knowledge to make sure that they meet clients' needs with estate planning, said Equity Trustees Limited. Actually drafting a Will or documenting an estate plan may prove more complex than some had realised ...

Tackling direct insurance head on

LINDA HAUSKEN  |  TUESDAY, 30 OCT 2012
A strong value proposition is the key to reducing the threat of online direct insurers that advisers currently face, as well as preventing customers from making bad choices, according to industry experts. Participating in a life insurance panel discussion ...

Bank dividends under threat

MARK SMITH  |  TUESDAY, 30 OCT 2012
... Selth, former head of international equities at BT Funds Management, warned delegates at the Association of Financial Advisers (AFA) National Conference, that dividends could fall foul of headwinds. "Banks can't be ignored because they represent a quarter ...

Prepare now for MySuper revenue siege: MLC's Doust

MARK STORY  |  TUESDAY, 30 OCT 2012
Given that MySuper is a major game-changer in the way corporate super advisers earn a living, Neale Doust head of sales and relationship management at MLC Business Super suggests they invest sufficient time working how they'll survive once the brave ...

Dean Lombardo wins AFA Excellence in Education Award

MARK STORY  |  TUESDAY, 30 OCT 2012
Dean Lombardo from Access Financial Management is the 2012 winner of the Association of Financial Advisers (AFA)'s Excellence in Education Award. Now in its fifth year, the award, recognises the best and brightest financial advice professionals entering ...

Financial services outstrip mining: CommSec

MARK SMITH  |  TUESDAY, 30 OCT 2012
... natural resources, according to CommSec's Craig James. Sensing that delegates at the annual Association of Financial Advisers (AFA) National Conference had enjoyed the jungle-themed welcome party the previous night a little too much, the chief economist ...

Financial advisers raise bar in quest to succeed

ALEX DUNNIN  |  MONDAY, 29 OCT 2012
The calibre of financial advisers in Australia continues to improve, according to research that draws from 10 years' worth of data on how leading advice practices in the country operate. Yesterday the Association of Financial Advisers (AFA) released ...