Category | Conferences and Events

Best Client Service Teams Recognised

BT Financial Group, OnePath and ClearView were the big winners in the AFA/Beddoes Institute/Riskinfo Client Service Team Awards for 2017, as voted by advisers. (more…)

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0 · March 16, 2018 in Breaking, Compliance & Regulation, Conferences and Events  

TAL Wins Life Company of the Year

TAL Life has been announced as the winner of the prestigious AFA/Strategic Insight 2017 Platinum Award for Life Company of the Year. (more…)

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0 · March 15, 2018 in Breaking, Company News, Conferences and Events  

Adviser Education Requirements – Some Clarity?

In a rare second-week turnaround, our latest poll results suggests more advisers may now be developing a clearer picture of what their future minimum educational requirements will be. (more…)

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1 · March 6, 2018 in Compliance & Regulation, Conferences and Events, General, Polls  

News in Brief

FPA Roadshow to Tackle Education Confusion AFA Promotes Parity For Women in Financial Services (more…)

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0 · March 6, 2018 in Associations, Conferences and Events, Training  

MDRT Evolution of Advice Roadshow – Courage and No Limits

The 2018 MDRT Evolution of Advice National Roadshow series advocated to advisers that having the courage to change and not impose limits will create a recipe for long-term success. (more…)

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0 · February 27, 2018 in Associations, Conferences and Events  

Value of Advice Moving From Sale of Insurance

Financial advisers will struggle to demonstrate the value of their advice if they believe it lies in helping people purchase life insurance or delivering claims cheques, a US financial adviser has claimed. (more…)

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6 · February 20, 2018 in Associations, Conferences and Events, General, Products, Services  

News in Brief

AMP Examines Options After Insurance Bounces Back AFA Revamps Connect Tour AIA Australia Sponsors Pain Education Program (more…)

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0 · February 13, 2018 in Associations, Company News, Conferences and Events, Soft Skills  

AMP Awards Leading Advisers

AMP has recognised close to 20 leading advisers and practices at its recent annual Advice Summit including those who contributed to their community, were tackling financial literacy and seeking to promote financial advice among women. (more…)

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0 · January 23, 2018 in Conferences and Events, Dealer Groups, Soft Skills  

Long Serving Advisers Recognised

MDRT First Vice President and financial adviser Ross Vanderwolf has become one of three advisers in AMP’s advice network to receive an inaugural Lifetime Achievement Award from the group. (more…)

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0 · January 19, 2018 in Company News, Conferences and Events, Dealer Groups  

Existing Advisers Will Require Study: FASEA

Existing financial advisers will be required to a hold a degree equivalent qualification by 1 January, 2024 if they wish to continue to practice, according to new proposals released by the Financial Adviser Standards and Ethics Authority (FASEA). (more…)

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4 · December 14, 2017 in Conferences and Events, Training