Search Results | Showing 121 - 130 of 2254 results for "Financial planner" |
| | | ... Securities where he was a private client adviser for the last six years. Prior to this King was a director and senior financial planner at both Prosperitus and Ecential Financial and was also a financial adviser at AMP. Julian de Blonk has returned to ... |
| | | | A new survey reveals that women with the Certified Financial Planner designation are more focused on holistic yet detailed advice and can build client trust better than male counterparts. The survey commissioned by the CFP Board of Standards found that ... |
| | | | Small business owners, like financial planners, are set to benefit from the 30% tax rate reducing to 25% from 1 July 2021. Federal treasurer Josh Frydenberg also announced last night that temporary full expensing has been extended until 30 June 2023. ... |
| | | | ... assets from a North Adelaide adviser exiting the industry. The dealer group acquired the assets for a Tasmanian financial planner in its network, who is relocating from Tasmania to Adelaide. The new North Adelaide franchise has $41 million in funds under ... |
| | | | ... the AMP group and prior to that was a national business development manager at Media Super and senior business financial planner at Westpac. The AFA has also named a general manager of marketing in Candice Spence. Spence has more than 25 years' experience ... |
| | | | ... roles including scaled advice leader. She has a background as a financial adviser herself and is a certified financial planner. "Recognising the increasing importance of advice for members, Cbus is delighted to confirm Lynda's appointment as head ... |
| | | | The Financial Planning Association of Australia (FPA) has released new guidance on best practice for file notes. File notes are important as a risk management tool, especially in disputes between clients and financial advisers, and the FPA said recent ... |
| | | | ... over the telephone or video, as well as an annual review. Clients with over £750,000 ($1.3m) have a dedicated financial planner. Head of Vanguard Europe Sean Hagerty commented that for some investors, the cost of advice is a barrier. "The data indicates ... |
| | | | ... the Equipsuper Financial Planning business. With a background in financial advice, Magee has also served as a financial planner at Telstra Super, Westpac and Citi. In another appointment, BUSSQ appointed Trevor Govender as executive manager, operations ... |
| | | | Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. The firm is expanding to over 20 locations across the US, including Seattle, Los Angeles, San Diego ... |
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