Search Results | Showing 131 - 140 of 1758 results for "Financial Planners" |
| | | ... 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 ... |
| | | | ... it is difficult to communicate that to ratings houses," Lucas said. "We are now putting together a list of financial planners just to go and talk to them about it; just to say, this is what we do, this is how it works, this is how the portfolio is constructed ... |
| | | | ... "I'm extremely excited to join the advisory board of Asendium," De Angelis said. "The opportunity to provide financial planners a new age platform that will ensure their every growing compliance obligation are delivered efficiently and most importantly ... |
| | | | ... planners are also broadening the range of platforms they use. "In the face of pandemic-induced market volatility, financial planners are relying heavily on platforms for high quality service and support, with minimised service disruptions." Despite the ... |
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