Search Results | Showing 431 - 440 of 2302 results for "Financial Planner" |
| | | ... than 80% of the Aussie retail investors surveyed said they were likely to trust recommendations from a human financial planner more than those made by a robo-adviser. Only 3% thought digital financial advice is more trustworthy than humans. About 16% ... |
| | | | Financial advice practices that outsource certain back-office functions save up to 60% in operational costs and are dedicating more time to clients. This is according to Virtual Business Partners (VBR) chief executive David Carney, who said advice firms ... |
| | | | The Financial Adviser Standards and Ethics Authority education standards do not give sufficient recognition to existing advisers who have completed study, according to FPA chair Neil Kendall. The FPA has issued an online questionnaire to its 13,700 ... |
| | | | A reinvigorated Powerwrap is bolstering its leadership team with the addition of former Netwealth, HUB24 and Morgan Stanley executives. Former Netwealth chief operating and financial officer Bruce MacDougall has joined Powerwrap as its new chief financial ... |
| | | | Despite the market volatility and challenges 2018 has thrown at advisers, this is a good time to cut through the short-term noise and reflect on opportunities that'll pay off in the long run, according leading fund managers. Lazard Asset Management ... |
| | | | Adopting multiple annuities could mean the difference between living comfortably or facing a massive shortfall in retirement, according to a retirement planning expert. David Babbel, a retirement strategy expert and professor from the University of ... |
| | | | ... the right advice. "Now that we have a presence in Abu Dhabi, Australian expats will be able to sit down with a financial planner who not only understands the Australian financial landscape but how that relates to them being based in Abu Dhabi," he said. ... |
| | | | ... was only refunded $10,270 of the balance. In addition to his stint at Westpac (2006 to 2012), Khan was also a financial planner at YBR from 2013 to 2014 and NAB from 2015 to 2017. This does not suggest Khan engaged in unethical conduct at these firms. ... |
| | | | ... key for someone else to use," Townsends Business and Corporate Lawyers special counsel Brian Hor says. Former financial planner and partner of cryptocurrency brokerage firm Bitcoin Trader, Warrick Pleash, says a catch-22 is that without instructions ... |
| | | | ... consumers benefit from proposed industry and government reforms. "He has also helped grow both the Certified Financial Planner mark and number of CFP professionals in Australia." Rantall has been replaced by Jane Bowd as a non-elected, independent director. ... |
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