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Showing 81 - 90 of 297 results for "Delegates"

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney yesterday, with MKM Partners' Oscar Martinis saying ...

AFA launches mental health service

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... lifetime, one if five women and one in eight men will experience depression in their lifetime," Kewin told more than 650 delegates. "Effective treatments are available but 50% of people don't ask for help. They think it's a stigma, they think 'I'll just ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... clients is 'What would you wish people knew about what you're going through right now?' She told more than 650 conference delegates that clients will come to advisers for human interaction and a trustworthy association. "You can talk all day about the ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... micro-management becomes a problem. It should be simple and direct, and should aid rather than inhibit," he said. Geldof told delegates that the change occurring in the industry because of this increased regulation, and technological advancements, must ...

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... subscription to Map My Plan for Advisers, if they apply before 15 October. There are also other benefits on offer for delegates at the conference.

Values-based approach will advance advice

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... and advance change with a values-based approach instead of trying to be the next popular item. Zelda la Grange told delegates at the AFA 2017 National Adviser Conference that working with Mandela for 20 years meant she learnt a lot about someone who ...

Soft skills the new pages in adviser playbook

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... started the conference with his presentation "Beyond tomorrow: The human revolution". He spoke in front of more than 650 delegates at RACV Royal Pines Resort on the Gold Coast. It was followed by the presentation of Mia Taylor as the AFA/ANZ Wealth Rising ...

The 50 names you need to follow

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
... and plenty of opportunities for you to network with your peers," Kewin said. PROFILE: AFA chief executive Phil Kewin Delegates can expect a professional development program with more than 30 advisers "sharing their advice and business strategies, blended ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... to integrate fees into risk advice. Julian Plummer from Midwinter does a live hack, scaring the bejeesus out of the delegates in the room who are green to cybersecurity trends. #AFAau 12pm - The Hon. Kelly O'Dwyer, Minister for Revenue and Financial ...

AFA shines spotlight on peer learning

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
... of conference, Thursday 12 October. Meet the Innovators and Meet the Professionals are 40-minute sessions of up to 20 delegates, led by individuals with a unique insight or competitive advantage, or that have brought an innovative idea to benefit the ...