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Showing 1 - 10 of 17 results for %22Professional Practice Workshop%22

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... (BCEC) between February 21 and 23, with this year's theme urging the super and financial advice sectors to seize professional opportunities and find new ways to "Level Up". The wealth management sector is gearing up for the Better Targeted Superannuation ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... "Clients are clearly interested in discussing ESG with their financial advisers, but the majority of advisers need more professional education and practical insights on incorporating sustainable investing into their practices to feel comfortable having ...

TAL intensifies mental health strategy

KARREN VERGARA  |  MONDAY, 3 JUL 2017
... lives. It's important that we have the right expertise to make objective decisions, reflecting evolving medical best practice, and give our customers the very best support," Phillips said. Proving it is serious about expanding its mental health offering ...

How to put the sizzle back into finance: Grad Mentor

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... to be done to attract, develop and retain new recruits. Addressing delegates during the sold-out Professional Practice Workshop at the 2016 FPA Congress in Perth yesterday, Grad Mentor's Alisdair Barr said nurturing your relationship with graduate employees ...

CBA reinforces gender equality through financial education

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
... responsibility of money in the pathways workshops Ensure all Start Smart workshop facilitators participate in training and professional development of gender equality and violence against women and children Our Watch chief executive Mary Barry said ...

Pilot, surgeon and soccer coach join FPA line up

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
... Richard de Crespingy flew the damaged Qantas aircraft QF32 to safety and will speak to delegates about how to use your professional instinct and skills in situations of extreme pressure. At the peak of his career, Dr Michael Holt was struck by a car ...

AIA launches adviser wellness program

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
... develop innovative client engagement offers, while becoming more effective at work and enjoying a healthy and happy professional and personal life. "Financial advisory practice principals face significant challenges in running a small business, including ...

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
... many things - vision - leadership - excellence. "They have come to symbolise a pioneering spirit and the highest professional standards. These are qualities which now, more than ever before, we must celebrate. The AFA Adviser of the Year and AFA Practice ...

Zurich launches education curriculum

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... "The Zurich Curriculum caters for everyone, from a new graduate through to an advanced practitioner wanting to get best practice insights from their elite peers," said Brooks. "It can help advisers and advice practices comply with proposed new educational ...
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