Search Results | Showing 61 - 70 of 2976 results for %22Financial Planner%22 |
| | | ... financial advice. They are instrumental in providing product research and strategy modelling options for the financial planner, not to mention producing the full financial plan and ensuring it meets the client's goals, objectives, and financial needs." ... |
| | | | Pre-retirees are increasingly interested in receiving financial advice, according to a retirement planning study by Fidelity International. Fidelity's New Life Old Life report shows that 80% of pre-retirees currently receive advice, have received ... |
| | | | ... credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the Scheme is provided for under the Social Security Act 1991 (Cth) and is ... |
| | | | The Financial Planning Association of Australia (FPA) has said the Australian Law Reform Commission (ALRC) should prioritise advice regulations in its ongoing review of financial services law. In its latest submission to the ALRC review of the Legislative ... |
| | | | ... corrections order. Magistrate Covington remarked upon sentencing that Howard was in a position of trust as a financial planner when he used the false documents and that his offending had a degree of sophistication. The Commonwealth Director of Public ... |
| | | | Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ... |
| | | | ... the initial superannuation trustee is happy to roll it over and the method that allows the favourable tax outcome." Financial Standard is the official media partner of the 2022 FPA Professional Congress. |
| | | | ... of a review by the Australian Law Reform Commission. Moving forward, Ripoll said that he would like to see that the financial planning industry collectively deal with this complexity by interconnecting with regulators. "Advisers won't care how many ... |
| | | | In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ... |
| | | | ... involved the metaverse. "I'm an optimist when it comes to technology, and I think that it enabling us to do more as financial planners has two major advantages," she said. "Firstly, it removes friction from the process." There are so many issues ... |
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