Search Results | Showing 101 - 110 of 1731 results for "Financial Planners" |
| | ... COVID-19 and FASEA, they have plenty to deal with already," he said. "Time and resources are of the essence for financial planners today, so we have made the sign-up process quick, secure and compliant. Advisers can easily collect and manage client profiles ... |
| | | ... Utpal Bhattachary, trained men and women to pose as potential clients of 65 Hong Kong securities firms and financial planners that cater to retail investors. They found a male client was offered undiversified advice 13.5% of the time, while a female ... |
| | | ... entitled to compensation because they incurred financial losses as a result of conflicted or incorrect advice from financial planners affiliated with or directly employed by CommInsure's parent company. "We allege the Commonwealth Bank's licensed financial ... |
| | | ... on its way to regaining trust and trustworthiness. Locke said that AFCA receives very few complaints about financial planners, calculating to about 1.6% of the total work the complaints authority conducts. |
| | | ... the All Ords having rebounded by over 30% since the March sell-off. "At the start of the COVID-19 lockdown, financial planners' capital gain expectations dipped below zero temporarily but had since recovered slightly. 2020 is the first time we observe ... |
| | | Many advised clients are sticking with their financial planners as COVID-19 tests the resilience of practices, according to Investment Trends. The latest study from the research house surveyed nearly 700 financial advisers in May at the height of the ... |
| | | ... Vanguard Australia's head of intermediary Rebecca Pope said: "As demand for low-cost, quality advice grows, financial planners are often assessed on their value-for-money proposition. But aside from portfolio and financial outcomes, planners have an ... |
| | | ... Aspiro. Operations of Investar and Spitfire QP were unaffected. "Our first task is to transfer the remaining financial planners and their clients off Spitfire Assets Managers platforms to new advisory software as quickly as possible. Company management ... |
| | | ... digital delivery of advice to consumers, it said. The FPA Awards acknowledge the achievements of exceptional financial planners, paraplanners, university students and practices across the country, to celebrate individuals and businesses that "go above ... |
| | | ... 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 ... |
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