Search Results | Showing 71 - 80 of 1731 results for "Financial Planners" |
| | ... executive Dante De Gori said the FSCP is an important reform for the profession. "Creating a model that requires financial planners to individually register annually with the disciplinary body from 2023 is an important part of the journey to individual ... |
| | | ... regulatory changes which impact financial advisers." Further, the research will compare an earlier study of financial planners in Australia, which was undertaken prior to the legislative changes that ban commissions, require financial advisers to undertake ... |
| | | ... representatives to be registered with the TPB. "The FPA continues to believe that the best outcomes for both financial planners and consumers come about when the government and the profession work together on the issues that we are facing," FPA chief ... |
| | | Small business owners, like financial planners, are set to benefit from the 30% tax rate reducing to 25% from 1 July 2021. Federal treasurer Josh Frydenberg also announced last night that temporary full expensing has been extended until 30 June 2023. ... |
| | | ... is funded by Fiducian from internal cash holdings. "We continue supporting our trusted network of Fiducian Financial Planners to expand. This acquisition facilitates expansion of a quality franchise financial planning business in the Adelaide community," ... |
| | | ... complaints which have highlighted gaps in records. The FPA said its new guidance provides innovative ways for financial planners to create file notes through several apps that can capture client communications using video or audio recording and convert ... |
| | | ... reviewed annually. Those with larger balances of over £100,000 ($179,000) will receive more support via a team of financial planners available over the telephone or video, as well as an annual review. Clients with over £750,000 ($1.3m) have a dedicated ... |
| | | Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. The firm is expanding to over 20 locations across the US, including Seattle, Los Angeles, San Diego ... |
| | | ... managed accounts solution aiming to protect investors against volatility and capital losses. "Prior to COVID-19, financial planners were already facing a raft of challenges in the wake of the Royal Commission, with regulatory requirements such as best ... |
| | | ... FPA is pleased to hear positive feedback around the online program, particularly the flexibility it offers to financial planners to achieve and maintain a work-life balance," De Gori said. "The program has a strong support structure so everyone can get ... |
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