Search Results | Showing 441 - 450 of 2302 results for "Financial Planner" |
| | | The head of one of Australia's largest non-aligned financial advice dealer groups is arguing new education requirements could kill life insurance advice and recent research suggests the discipline may already have one foot in the grave. Synchron director ... |
| | | | ... of Australia is confident the Financial Adviser Standards and Ethics Authority will recognise the Certified Financial Planner designation as a suitable bridging course for existing financial advisers. FPA chair Neil Kendall said the CFP is not a qualification ... |
| | | | DomaCom has entered an integration agreement with the most widely used financial planning software in Australia. Under a new partnership, users of IRESS' XPLAN can now include DomaCom sub-fund investments in client portfolio reports. Properties are ... |
| | | | ... provision as planners, accountants and lawyers beyond the grave for the client." It is also not unusual the financial planner is requested to retain his or her relationship with the family to ensure continuity of investment and legacy strategy for the ... |
| | | | ... Elsewhere, new figures from the Financial Planning Standards Board (FPSB), the global licensing body of Certified Financial Planner (CFP) professionals, reported a 3.2% rise in the number of qualifications in 2017. The FPSB network added 15,726 CFPs ... |
| | | | ... suggests there is greater potential for the superannuation gap to be closed if women were more inclined to engage a financial planner. According to a recent survey of more than 50,000 consumers, 8.3% of females purchase their superannuation from a financial ... |
| | | | Financial planners are significantly preferred over super funds as a source of retirement advice for Australians with account balances over $100,000, according to Investment Trends research. Overall, the research found that Australians are most inclined ... |
| | | | A large cohort of advisers without the necessary educational qualifications will not undertake further study to meet the professionalism deadline, Financial Standard's weekly survey reveals. Two-in-five or 39% of advisers don't intend to undertake tertiary ... |
| | | | ... same time offering attractive career opportunities. In financial planning and wealth management, a Certified Financial Planner (CFP) with more than five years' experience can earn between $130,000 and $160,000 per annum in NSW, while the head of advice ... |
| | | | The era of new business models and increasing education debt will see new financial planners begin their careers in salaried positions and place existing advisers' exit strategies at risk. That is the view of Connect Financial Service Brokers chief ... |
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