5 tips for managing your financial advice practice through changing times

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As people are increasingly embracing technology, there is no question the financial advice industry will change as we all become accustomed to the new digital normal. To thrive and remain competitive we must continue to innovate and invest in our digital capabilities. I am proud to see how the industry has adapted to meet changing

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AFA and TAL announce 2019 AFA Excellence in Education Award winner

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The  are pleased to announce that Ben Nash of Pivot Wealth is the winner of the 2019 AFA Excellence in Education Award (the Award). The Award recognises, supports and rewards excellence in financial adviser education and was presented to Ben at the AFA Conference in Adelaide this evening. CEO Philip Kewin said, “Never before have

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AFA and TAL announce 2019 Excellence in Education Award finalists

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The Association of Financial Advisers (AFA) and TAL are pleased to announce the finalists in this year’s AFA Excellence in Education Award (the Award). The Award recognises the transformative power of education in advice, rewarding those advisers who are striving for excellence by improving their professional skills and knowledge. The finalists are: Kearsten James, Cooper

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ANZ and AFA announce finalists for the 2017 Rising Star of the Year award

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ANZ and the Association of Financial Advisers (AFA) has announced the six finalists for the 2017 AFA Rising Star of the Year Award. Now in its 13th year, the award recognises advisers with a maximum four years’ experience, who have made a valuable contribution during their short time in the industry. Don Sillar, Head of

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AFA Genxt Connect Tour kicks off

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The Association of Financial Advisers (AFA)’s premiere event for progressive financial advisers, the Genxt Connect Tour, will kick off in Hobart on 6 February 2017, with some venues almost sold out. The Genxt Connect Tour sees some of the AFA’s most exceptional advisers and the industry’s most influential leaders tour the six capital cities to

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AFA National Genxt Chair, Ben Nash

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The Association of Financial Advisers (AFA) has launched a new Genxt initiative, the Adviser Peer Pod, ahead of its annual national Genxt Connect Tour. National Genxt Chair, Ben Nash, said the Adviser Peer Pod, which will be held at 7:30am in major capital cities around the country on 2 February 2017, is designed to help

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XY Adviser – disrupting the future of advice through collaboration

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XY Adviser, a community of Gen X and Y advisers, is disrupting the current discussion around the future of financial advice by providing a forum for innovation and thought leadership that connects young, like-minded individuals and encourages them to share knowledge and ideas that exceed the results of traditional advice practices. XY adviser was designed

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