Category: Conferences and Events

AFA Extends Olive Branch to ISN

The Association of Financial Advisers (AFA) has called for a truce between advisers and the industry super funds network (ISN), saying there is room for both in the market.

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Mark Rattigan Wins AFA Rising Star

Western Australian adviser Mark Rattigan (Merideon Wealth Strategies), has been named the 2011 AFA Rising Star.

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AFA Rising Star Finalists Announced

The Association of Financial Advisers (AFA) has announced the finalists for its 2011 Rising Star of the Year Award.

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AFA Adviser of the Year 2011 - Finalists Announced

The six finalists in this year’s AFA Adviser of the Year Award have been announced.  They are:

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risk store Forum Wrap

The risk store conducted its 2011 Annual Life Risk Forum last week, delivering an abundant collection of practical value-adds for advisers to take back and use in their businesses.

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Mark Oliver Named 2011 Life Risk Champion

Australian Unity’s Mark Oliver has been announced as the risk store Life Risk Champion of the Year for 2011.

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Life Risk Champion Finalists Announced

The risk store has announced the 2011 finalists in its Life Risk Champion of the Year Award.

This annual award recognises commitment from individuals that have gone ‘above and beyond’ in advancing the cause of the Australian life insurance industry over the last 12 months. The 2011 finalists are:

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AFA Adviser of the Year 2011

Zurich and the AFA have released a series of insights from top advisers via a new YouTube channel to mark the launch of the 2011 AFA Adviser of the Year Award.

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Move on From FoFA - Focus on Families and Value of Advice

The risk store’s Sue Laing has sent a message to advisers to put Future of Financial Advice (FoFA) reforms to one side and place a renewed emphasis on how they add value to their client relationships.

While Ms Laing acknowledges a number of the FoFA reforms,if implemented, will clearly have an impact on the way many advice practices operate, she cautions advisers not to avert their gaze too far from their longer term goals.

In particular, Ms Laing suggests advisers focus on developing lasting strategies that will deliver:

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Next Generation Insurance - OnePath Initiative

OnePath is releasing a range of new support services for advisers to assist them ‘master the art of multi-generational selling’.

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