Search Results | Showing 101 - 110 of 2978 results for %22Financial Planner%22 |
| | | ... for Vanguard, AMP and Zurich in distribution and sales roles. Earlier in his career, Prowse was a certified financial planner. BetaShares chief executive Alex Vynokur welcomed Prowse to the company. "We are delighted to welcome someone of Brendan's calibre ... |
| | | | ... cheaper MySuper products, and left them in accounts with unnecessarily high fees, bearing the cost of commissions to financial planners, and receiving lower investment returns. MySuper law reforms required CFS to move members to these cheaper options ... |
| | | | ... the industry. Legacy providers have been replaced by product style platforms who have lost their focus on the financial planner," Whelan said. "At DASH, we see ourselves as a technology partner, rather than a product which platforms have now morphed ... |
| | | | ... Lawyer Michelle Levy's appointment in overseeing the Quality of Advice Review has received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called ... |
| | | | ... providing client advice and removing financial stress from peoples' lives, which was a key motivation to become a financial planner," she said. "Having lived in multiple countries, a certification that is recognised worldwide is really important to me. ... |
| | | | Heavy-handed regulations puts financial advisers at significant risk of breaching the law, according to the Financial Planning Association of Australia, which is urging the government to strip out layers of complexity in the latest round of reforms. ... |
| | | | Australian Certified Financial Planners added 164 professionals to the fold last year, taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded ... |
| | | | Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ... |
| | | | ... preparation, Hume is confident the industry is well-placed to develop and publish such strategies by the deadline. The Financial Planning Association of Australia chief executive Sarah Abood said financial planners now look forward to their clients having ... |
| | | | The Financial Planning Association of Australia said it does not agree with the proposed changes to the experience pathway, claiming it would undermine the road to professionalism. Newly appointed chief executive Sarah Abood criticised the federal government's ... |
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