AFA's GenXt Road Show set to kick off
The Association of Financial Advisers (AFA) has announced the launch of its 2013 GenXt Road Show with this year’s theme being The Age of Consumers.
The road show will kick off in Hobart on 5 February before moving on to Adelaide, Perth, Melbourne, Sydney and Brisbane.
According to AFA chief executive Brad Fox, the program is designed to help new advisers prepare for the year ahead – something which will see the AFA presenting the initial findings of its latest research into consumer expectations of the financial advice experience.
Key presenters at the 2013 event include the AFA’s 2012 Rising Star, Matt Hale and the AFA’s 2012 Excellence in Education Award Winner, Dean Lombardo.
The GenXt Road Show will also feature an optional FOFA Ready Master Class in most cities presented by Fox and AFA Chief Operating Officer, Phil Anderson.
The Master Class is designed to help advisers and licensees understand the FOFA changes and position their businesses to be FOFA-ready by 1 July 2013.
Recommended for you
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fidelity International.
Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research house.
