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Showing 71 - 80 of 250 results for %22AFA Conference%22

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
The already limited availability of financial advice in regional and rural Australia is at risk of being further undermined as the fallout from the Royal Commission continues. An analysis of the ASIC Financial Adviser Register (FAR) shows 4700 financial ...

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
... market - will fundamentally 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 ...

Fee-for-service faces ultimate risk test

DARREN SNYDER  |  TUESDAY, 19 DEC 2017
... means the client will get some 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 ...

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 ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... marker for the Australian financial advice industry will be how it copes as the baby boom becomes a death boom. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Corgenius chief executive Amy Florian said how advisers deal with ...