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Showing 701 - 710 of 1844 results for "The Association"

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... advisers reach clients they previously couldn't as well as demonstrate the benefits of robo-advice. Announced at the Association of Financial Advisers' 2017 National Adviser Conference on the Gold Coast, the partnership is seen as a simple solution to ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award at the Association of Financial Advisers' National Adviser Conference on the Gold Coast. Ward, who completed his Masters of Financial Planning ...

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
Findings from the Association of Financial Advisers' latest white paper may have significant implications on the incoming adviser education standards. Research supporting the association's 'A new advice competency framework' white paper shows that because ...

Soft skills the new pages in adviser playbook

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... vice president and conference chair Michael Nowak said the three-day program was developed in consultation with the association's membership and is about the industry coming together to build the relationships and soft skills that eventually leads to ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Monday morning. #AFAau 5pm - AFA National President Marc Bineham closes the conference with a challenge - can the association's members encourage more people to seek professional advice? It's a wrap for our live blog. Follow #AFAau for tweets on tonight's ...

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
The Association of Financial Advisers' New Financial Advice Competency Framework white paper reveals a consensus among financial services professionals to understand knowledge, attitudes and behaviours. The white paper, produced in partnership with ...

AFA shines spotlight on peer learning

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
The Association of Financial Advisers is offering private coaching sessions for less experienced advisers at its upcoming National Adviser Conference. The industry body is introducing a Meet the Mentors session at which long-standing AFA members will ...

More time needed for TBAR transition: SMSFA

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... sentiment. In its submission to the ATO's Transfer Balance Cap and SMSF 'Event-Based' Reporting Position Paper, the association outlined its support for 'option 2' - meaning that from 1 July 2018, SMSFs should have 28 days after the end of the relevant ...

Professional investment association rebrands

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... it will rebrand as CIMA Society of Australia. The name change will formally launch in early 2018 and is part of the association's initiative to emphasise the importance of its exclusive Certified Investment Management Analyst (CIMA) certification - an ...

Untouched super sits at $18 billion: ATO

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... the past four financial years - there still remain 2.3 million Australians with three or more super accounts. The Association of Superannuation Funds of Australia suggests the ATO, which has the details of the active super accounts belonging to most ...