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Jarryd Thraves: Understanding the psychology of financial planning

The Perth-based financial adviser utilises his interest in psychology and emotional intelligence to help his clients reach their financial goals. ....

Western Australia , Jarryd Thraves , Curtin University , Professional Planner , Financial Planning , Blueprint Wealth ,

Pro bono advisers recognised for community impact

Pro bono advisers recognised for community impact
miragenews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from miragenews.com Daily Mail and Mail on Sunday newspapers.

Western Australia , Sophie Anderson , Community Service Award , Pro Bono Program , Children Charity , Cancer Council Pro Bono Program , Cancer Council , Progressive Financial Planners , Blueprint Wealth , Pro Bono , Financial Planners , Christmas Central Drive Thru , Core Value ,

Managed Accounts | Money Management

23 July 2021
Zenith managed portfolio clients have been added to the MyNorth platform and Macquarie Wrap as adviser demand grows for managed accounts.
Interest in the products had been growing in the last 12 months thanks to their flexibility, transparency and convenience plus the reduction in administration, Zenith said.
Steven Tang, head of consulting at Zenith, said: “Advisers are increasingly becoming more nuanced in terms of what they’re looking to offer clients – be it a focus on environmental, social and governance (ESG) or other bespoke client needs in portfolio construction – and managed accounts are very good at providing this flexibility.”
The Zenith Essentials and premium Elite Blend portfolios were available on the MyNorth, BT Panorama, HUB24 platforms while Essentials was available also on Netwealth. ....

Steven Tang , Macquarie Wrap , Zenith Essentials , Elite Blend , Blueprint Wealth , ஸ்டீவன் டாங் , மக்வரீ மடக்கு , வரைபடம் செல்வம் ,