Search Results | Showing 121 - 130 of 1732 results for "Financial planners" |
| | | ... Services Union and the Financial Planning Association of Australia about what the legislation means to "ordinary financial planners". "Australians deserve to be able to access affordable financial advice from a strong and stable advice industry. They ... |
| | | | ... professionals piquing buyers' interests, and tend to be larger boutique planning firms with all-employed financial planners, who either have pre-approved lines of liquidity or directly hold enough cash to pick up practices. AZ Next Generation Advisory ... |
| | | | ... regulation and red tape". "There is a direct relationship between the rising cost of regulation, time constraints on financial planners and the ability of Australians to access advice," De Gori said. "While we broadly agree with the draft legislation ... |
| | | | ... education requirements. "The health pandemic has put things into perspective and right now it is essential that financial planners are able to provide advice to those who need it. That should be the number one priority." The Treasury Laws Amendment (2019 ... |
| | | | ... experience. "We look forward to our ongoing partnership with the FPA to develop more digital solutions to help financial planners provide advice in a timely manner to Australians," Phillips said. "Members of the associations can tailor the layout of ... |
| | | | ... supporting major institutions - perhaps superannuation funds - that have either customer service officers or financial planners within them, to rapidly issue documentation to support their existing client," he says. With super funds willing to absorb ... |
| | | | ... managed accounts, particularly among advisers with lower-balance clients. According to the report, the number of financial planners who recommended managed accounts has doubled in the last five years. State Street Global Advisors head of SPDR ETF Asia ... |
| | | | ... moments, particularly as more advisers shift towards wealth coaching. "Over the last few years, the role of financial planners has shifted from 'investment adviser' to 'wealth coach'. Managed accounts are attractive because they allow planners to focus ... |
| | | | ... under management, administration and advice total. "We continue supporting our trusted network of Fiducian financial planners to expand, even when most of Australia is in an unfortunate lockdown situation," Fiducian head of business development and distribution ... |
| | | | ... applauded financial advisers for stepping up to the challenge. "Just like every other business in Australia, financial planners have had to consider business continuity measures and ensure their business and staff can continue operating remotely," he ... |
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