Category | Associations

AFA Senior Staffer Appointed to Asia Pacific Education Board

AFA General Manager, Member Services, Partnerships and Campus, Nick Hakes has been appointed as the Vice Chair of the of the Asia Pacific Financial Services Association (APFinSA) International Certifications & Standards Board. (more…)

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0 · June 20, 2017 in Appointments, Associations  

Seek Referrals From Clients Who ‘Love You’

Advisers should be specific about what type of new clients they are seeking when asking existing clients for referrals and should focus on those who have already provided a referral, according to the head of a Melbourne boutique advice business…

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· June 14, 2017 in Associations, Conferences and Events, Practice Marketing  

News in Brief

BTFG Promotes Ethics With Advisers FPA Offers Pro-Bono Advice to Cancer Sufferers (more…)

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0 · June 13, 2017 in Associations, Dealer Groups  

Anderson Returns to Policy Role at AFA

The former Chief Operating Officer of the Association of Financial Advisers (AFA), Phil Anderson will return to the organisation after having been appointed as General Manager, Policy and Professionalism. (more…)

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0 · June 1, 2017 in Appointments, Associations  

Quotas Needed to Boost Presence of Women

The financial services sector should consider quotas for the greater involvement of women thus removing the need for them having to push and shout for attention, according to a group of female advisers. (more…)

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1 · May 25, 2017 in Associations, Conferences and Events, General  

Challenge to Advisers – Reach One in Two Consumers

The financial advice sector has been challenged to reconsider its approach towards how it adds value in order to increase its engagement with advised consumers from one-in-five to one-in-two. (more…)

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0 · May 23, 2017 in Associations, Conferences and Events, General  

AFA Appointment to Boost Professionalism Push

The Association of Financial Advisers (AFA) has announced the appointment of a new senior staff member to prepare the association and its members for the various requirements of the professional standards legislation, set to begin from the start of 2019. (more…)

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0 · May 4, 2017 in Appointments, Associations  

FPA Aims to Pitch Advice to Wider Market

The Financial Planning Association will aim to boost the profile of financial advice through a targeted two-month advertising campaign which will focus on the benefits of advice provide by a Certified Financial Planner (CFP). (more…)

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1 · April 25, 2017 in Associations, General, Practice Marketing  

AFA Awards Open for Nominations

The Association of Financial Advisers (AFA) has opened nominations for its annual awards which are entering their 14th year and will be announced at the National Adviser Conference in October. (more…)

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0 · April 18, 2017 in Associations, Conferences and Events  

ClearView Labels APL Draft Standard as ‘Ineffectual’

The draft standard on approved product lists (APLs) released by the Financial Services Council (FSC) proves the life insurance industry was incapable of self-regulation and would achieve little for the best interest of consumers, according to life insurer ClearView. (more…)

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0 · April 13, 2017 in Associations, Dealer Groups, Products