Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 158 results for "Practice of"

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... client testimonials were outstanding and a testament to his work," De Gori said. The firm took out the Professional Practice of the Year Award for its industry thought-leadership, client education, and for promoting professional advice. The practice ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Planning Luke McCoy CFP(R) - Elevate Financial Solutions Reuben Zelwer CFP(R) - Adapt Wealth Management FPA Professional Practice of the Year Award Capital Partners Private Wealth Advisers - Perth (WA) Eureka Whittaker Macnaught - Sydney & Brisbane (NSW ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
A financial adviser with a unique business model incorporating the practice of yoga took home the 2017 Female Excellence in Advice Award. Presented at the Association of Financial Advisers' National Adviser Conference on the Gold Coast last week, Wellthy ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... private client adviser Fraser was recognised as a leading professional delivering "truly life-changing advice." The 2017 Practice of the Year Award was also presented, with MEDIQ Financial Services being awarded the accolade. "Charlie is leading the ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 Practice of the Year, which went to Mediq Financial (received onstage by Ravi Agarwal) and the 2017 Adviser of the Year Award went to ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... recognised as the Association of Financial Advisers and Zurich announced the finalists for the 2017 AFA Adviser and Practice of the Year awards. The AFA Adviser of the Year Award, now in its 15th year, recognises premier financial advisers who make a ...

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
... staff will remain with the Announcer business. Announcer was a finalist for the Association of Financial Advisers 2015 Practice of the Year Award and recently announced a partnership with leading real estate firm McGrath.

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... baby-boomers looking for greater flexibility and recreation in retirement. Also considered fundamental to a prosperous advice practice of the future is investment in powerful back office solutions to assist with growing compliance requirements, in turn ...

AFA launches conference program

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
... suite of awards will be presented over the course of the three day conference, with the AFA Adviser of the Year and Practice of the Year to be awarded at the annual gala dinner, supported by Zurich. The AFA National Adviser Conference is being held at ...

Fees at the innovation frontline

ALEX BURKE  |  MONDAY, 29 MAY 2017
... there hasn't been enough innovation in the management fee regime. Remerga's paper argues that while the traditional practice of charging asset size-based management fees is "deeply entrenched in the industry," this isn't necessarily the only way to maintain ...