Search Results | Showing 81 - 90 of 1732 results for "Financial Planners" |
| | | ... FPA is pleased to hear positive feedback around the online program, particularly the flexibility it offers to financial planners to achieve and maintain a work-life balance," De Gori said. "The program has a strong support structure so everyone can get ... |
| | | | ... substantial marketing effort is being devoted to attract new clients and build the distribution base through quality financial planners," he said. "There are a number of financial planners in discussion with us to join the network and after qualifying ... |
| | | | ... adviser numbers, which was 3100 over the 2019/20 financial year. "In three years of operation, the levy for financial planners will likely have more than doubled and there is no indication that increases of this scale will cease for 2020-21 or future ... |
| | | | ... many consumers and more than they are willing to pay. For example, in 2019, Investment Trends reported that financial planners estimated that the average cost for full or comprehensive advice was $2900. For more limited advice, they estimated $1500," ... |
| | | | ... was a priority for the next generation of investors, and these investors are the future clients of Australian financial planners and accountants," Garrett said. "We're excited to be partnering with Summerhill, which is a future-led practice that understands ... |
| | | | ... and superannuation), third-party platform (including third-party clearing and share trading for institutions, financial planners, private clients), and Bell Porter Capital (margin lending, cash accounts, structured loan products). Its first half revenue ... |
| | | | ... Dinham said as the retiree client group grows it is essential advisers are equipped with the right tools. "Financial planners are at the frontline of helping people make the most of their assets and achieve their best possible retirement," he said. "However ... |
| | | | ... notice and anniversary date operation," he said. "These changes demonstrate positive outcomes achieved for financial planners by the FPA so they can concentrate on assisting clients rather than managing administrative paperwork." |
| | | | ... disciplinary body". "This body should have primary responsibility for government oversight of the conduct of financial planners, setting mandatory professional standards, investigating potential breaches of mandatory standards and law, and applying discipline," ... |
| | | | ... he was head of advice for Victoria and South Australia for five years. "He takes over a team of experienced financial planners dedicated to servicing the group's large network of accounting firms with whom it partners to create an integrated wealth ... |
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