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Showing 1 - 6 of 6 results for "AFA Roadshow"

How to ensure clients will pay higher fees

ELIZABETH MCARTHUR  |  FRIDAY, 28 FEB 2020
... Phil Anderson says financial advisers need to be prepared to have tough conversations with clients on fees. At the AFA Roadshow event this week, Anderson outlined the challenges advisers will face during what he referred to as a transition phase. The ...

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
On the back of its recent partnership, Sunsuper and the Association of Financial Advisers (AFA) have secured PortfolioConstruction Forum chief finology officer, Dr David Lazenby, to address the AFA National Roadshow in July. The US-based psychologist ...

AFA unveils main principles of code of conduct

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
... was an exemption for opt-in if you were a member of a recognised professional association," Anderson said during an AFA Roadshow in Sydney. Anderson explained that "uncertainty as to the removal of opt-in meant that it was difficult to finalise the code." ...

Nominations open for AFA Excellence in Education Award

STAFF WRITER  |  TUESDAY, 29 APR 2014
... professional standards through education. Nominations close on May 30 and the state winners will be announced at the AFA roadshow between July 22 and 31. The AFA will announce the final winner at the national conference in Cairns, between October 11 ...

AFA to release code of conduct this year

LAURA MILLAN  |  WEDNESDAY, 24 JUL 2013
... "it will cover all the behavioural expectations, but it would not need to be ASIC-approved," Anderson said at the AFA Roadshow in Sydney. This code will apply to all AFA members and there will be the possibility to complement it with an opt-in exemption ...

Communication breakdown advisers failure

RUTH LIEW  |  THURSDAY, 30 JUL 2009
... as an industry, it's our failure to communicate effectively the value that we deliver," said Klipin at yesterday's AFA roadshow in Sydney. Advisers need to break the chain of ineffective communication, and take a strong stance in liaising with all aspects ...
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