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Showing 21 - 26 of 26 results for "Wealth Planning"

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... & founder, Leapfrog Financial Michal Bodi, partner, Sydney Financial Planning Amanda Cassar, advisor director, Wealth Planning PartnersA A A A Steve Crawford, owner & senior wealth adviser, Experience WealthA A Brett Evans, managing director, Atlas Wealth ...

150,000 candidates cramming for CFA exams

MARK SMITH  |  THURSDAY, 5 JUN 2014
... Financial Reporting and Analysis, Corporate Finance, Investment Tools, Asset Classes, and Portfolio Management and Wealth Planning.

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH  |  FRIDAY, 14 FEB 2014
Rubik Financial Limited has launched an interface integrating its wealth planning software COIN with Stargate Technologies'A loan management tool, SymmetryCRM. Rubik said this would allow financial planners using COIN and brokers using Symmetry to push ...

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
... December last year US wealth manager Morgan Stanley announced an LGBT initiative providing financial advisors with wealth planning tools, business development and marketing resources designed specifically for LGBT prospects and clients. "In today's ever-changing ...

CFA results are in for 2500 finance professionals

ALISON BEVEGE  |  MONDAY, 22 AUG 2011
... and professional standards, financial reporting and analysis, economics, asset classes, portfolio management and wealth planning. Those aspiring to the charter spend more than 300 hours studying to prepare for each level of exams, the Institute said. ...

Trust appoints head of estate planning

... which it cued for launch in late November. Trust claims that the wills and estates service aims to offer clients a wealth planning "end-to-end" tool. Trust's Executive General Manager of Financial Services, Assyat David, said the new service will be ...
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