877 289 6197 infousa@valenta.io    Search Now 
Find Your Local Managing Partner    

Category

Finance
May 15, 2020

How to Acquire Clients as a Financial Advisor

Very few advisory educational curriculums address the important subject of how to get clients as a Financial Advisor.
Read More
,
September 24, 2019

Financial Crime: AUSTRAC – No More Mr Nice Guy!

Austrac has been very busy over the past few months launching campaigns, ordering audits and issuing infringement notices, with an enormous crack down on financial crime. AUSTRAC has issued a $252,000 infringement notice to Compass ...
Read More
,
New Draft currency billing
August 20, 2019

The introduction of a $10,000 Cash Limit

The proposed new cash limit legislation being introduced by the Australian Government is a game-changer but no one really knows about it. The legislation would limit the use of actual hard cash (not including bank...
Read More
,
Outsourced Paraplanners
October 16, 2018

How financial advisors can improve efficiencies with paraplanning?

When it comes to better administrative management and quick and accurate completion of various financial planning tasks, outsourced paraplanning can prove to be a very helpful service. While paraplanning has been around for quite some...
Read More
, ,
1 2 3 4