Nominations called for Financial Planner of the Year
Money Management is calling for nominations from individual financial planners and dealer groups for its Financial Planner of the Year Award.
In what will be a three-step process, planners can indicate their interest in nominating and obtain the initial documentation by e-mailing [email protected].
Once the documentation is completed and returned to Money Management, it will be subject to judging by an expert panel drawn from the industry. The winner will be announced in December.
The winner is not only awarded a trophy but also a travel package aimed at furthering their industry knowledge.
AUTHOR
Mike Taylor
Recommended for you
High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head of private wealth.
The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit net rise in adviser numbers, according to Wealth Data.
A closer watch on licensees that fall short on cyber security protections is among a dozen new enforcement priorities announced by the corporate regulator for 2025.
Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers.
