Search Results | Showing 51 - 60 of 2253 results for "Financial Planner" |
| | ... financial advice. They are instrumental in providing product research and strategy modelling options for the financial planner, not to mention producing the full financial plan and ensuring it meets the client's goals, objectives, and financial needs." ... |
| | | Pre-retirees are increasingly interested in receiving financial advice, according to a retirement planning study by Fidelity International. Fidelity's New Life Old Life report shows that 80% of pre-retirees currently receive advice, have received ... |
| | | ... credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the Scheme is provided for under the Social Security Act 1991 (Cth) and is ... |
| | | The Financial Planning Association of Australia (FPA) has said the Australian Law Reform Commission (ALRC) should prioritise advice regulations in its ongoing review of financial services law. In its latest submission to the ALRC review of the Legislative ... |
| | | ... corrections order. Magistrate Covington remarked upon sentencing that Howard was in a position of trust as a financial planner when he used the false documents and that his offending had a degree of sophistication. The Commonwealth Director of Public ... |
| | | Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ... |
| | | In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ... |
| | | Alongside a panel of experts at the FPA 2022 Congress held in Sydney, FPA chief executive Sarah Abood was asked what she expects the advice sector to look like in 2023, and her answer involved the metaverse. "I'm an optimist when it comes to technology ... |
| | | According to social researcher Michael McQueen, the trends that will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In ... |
| | | ... executive Sarah Abood said. EFS Advice founder and principal adviser Andy Reynolds took home the FPA Certified Financial Planner Professional of the Year Award. "Andy's approach to supporting his clients' understanding of complex financial issues, especially ... |
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