The Association of Financial Advisers (AFA) has been working with key advice profession stakeholders to achieve a more workable approach to the new Future of Financial Advice (FoFA) Code of Conduct requirement. AFA CEO Brad Fox said the AFA is looking for a practical approach to the issue that addresses the deep complexity and extended […]
continue readingThe Financial Planning Association (FPA) is pleased to announce the results of its continuing consumer advertising campaign. The advertising, which started in September last year and accelerated in the past four months, has exceeded its target of increasing consumer awareness of FPA members by 20 per cent, achieving a 24 per cent increase in tracking […]
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09
Oct
2012
Financial advisers often struggle to create a value proposition that accurately expresses how they work differently, or what makes them special compared to others. It isn’t that they don’t have points of difference, or that they struggle to put ideas into words…generally they are very good at both. Each adviser has a unique way of […]
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27
Sep
2012
The Association of Financial Advisers (AFA) has named the finalists of the association’s prestigious 2012 AFA Adviser of the Year Award (the Award). And, in a year that sees the award celebrate its 10th anniversary, female advisers are more strongly represented than ever before, making up half of the shortlisted panel of six advisers. […]
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26
Sep
2012
Platinum Wealth Management has become the latest financial advice practice to join Premium Wealth Management 23 practice-strong dealer network. Platinum’s group of companies has been in operation for almost 12 years, recently adding wealth management to its suite of client services. Premium CEO, Paul Harding-Davis, said Premium wasvery pleased to expand its Queensland reach and […]
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25
Sep
2012
The final leg of the AMP Future2 Wheel Classic, a nine day 1200km cycle ride from Sydney to Melbourne was completed on the steps of State Parliament House in Melbourne Sunday afternoon 23 September. Nineteen cyclists – out of the 40 who have taken part in the $100,000 fundraising marathon – were greeted by David […]
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25
Sep
2012
The Association of Financial Advisers (AFA)’s National Roadshow (the Roadshow) which recently visited Sydney, Melbourne, Brisbane, Adelaide, Perth and Hobart was a sell-out success, attracting a record 1,580 delegates and scoring an overall feedback rating of 83%. AFA CEO Richard Klipin said the Roadshow’s unprecedented success is evidence that the adviser community is looking for […]
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20
Sep
2012
With three days on the road the financial planners and friends have covered 500km and raised $84,000. Thirty one of the 40 cyclists who are participating left Circular Quay early on Saturday morning. They were farewelled by AMP Financial Planning’s Michael Guggenheimer and Future2 Chair Steven Helmich. The puncture tally during the first two days […]
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18
Sep
2012
Risk advice is increasingly important to planners’ businesses, with more now advising on it than ever recorded in the eight years of this study’s history, according to a new report released last week from leading wealth researcher Investment Trends. The June 2012 Investment Trends Planner Risk Report is an in-depth study of Australian financial planners […]
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11
Sep
2012
In his latest article for AdviserVoice, Ray Griffin discusses how certain words can create unrealistic expectations for clients that can only end in disappointment. Ray steps you through the danger zones with some suggestions on how to more carefully set your clients’ expectations. Promises promises! A website can make pretty much anything look good. We’ve […]
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10
Sep
2012
Earn CPD Points
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CPD: The changing nature of work in Australia, implications for advisers and the broader protection ecosystemIntroduction As professional service providers, it is vital (and legally required!) for financial advisers to understand each of their clients ...
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CPD: The hunt for yield can lead to risky territoriesWith interest rates hovering around historical lows globally, investor appetite for alternative income sources has markedly increased. In the current ...
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