Search Results | Showing 111 - 120 of 1732 results for "Financial Planners" |
| | | ... the rebate fees]," they said. "At this stage, fees are such a sensitive issue...I think fee discussions with financial planners and clients are also very sensitive. "We will absorb them for now...If the market wants customisation, I will [have to] start ... |
| | | | ... it is difficult to communicate that to ratings houses," Lucas said. "We are now putting together a list of financial planners just to go and talk to them about it; just to say, this is what we do, this is how it works, this is how the portfolio is constructed ... |
| | | | ... "I'm extremely excited to join the advisory board of Asendium," De Angelis said. "The opportunity to provide financial planners a new age platform that will ensure their every growing compliance obligation are delivered efficiently and most importantly ... |
| | | | ... planners are also broadening the range of platforms they use. "In the face of pandemic-induced market volatility, financial planners are relying heavily on platforms for high quality service and support, with minimised service disruptions." Despite the ... |
| | | | ... portfolios. Natixis surveyed 2700 financial professionals, including wealth managers, registered investment advisors, financial planners and independent broker/dealers, in 16 countries globally. Globally, respondents to the survey expect to see assets ... |
| | | | ... enabled to efficiently deliver affordable financial advice to their clients." TAA was formed after the AMP Financial Planners Association merged with the Hillross Advisers Association earlier in 2020. |
| | | | ... to fit different schedules. "From July through to October 2020, the FPA Virtual Congress will bring together financial planners from across Australia to share knowledge, access quality, in-depth peer-to-peer learning and discussion, and learn from inspiring ... |
| | | | ... as "fee gouging" and an unreasonable demand of financial advisers given the current economic environment. "Financial planners were hit with a 22% increase in 2017-18. Now ASIC estimates the levy will increase by 38% for 2019-20," De Gori said. "No matter ... |
| | | | ... financial advice should occur through the professional standards framework and rely on individual registration of financial planners." The FPA believes the continued use of the AFSL system to oversee the provision of financial advice duplicates regulation ... |
| | | | ... impediment to passing the much-needed Treasury Laws Amendment (2019 Measures No.3) Bill 2019, which will grant financial planners an extension to complete new education requirements. "Our members are calling on the Senate to pass the bill at the next ... |
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