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Financial planning
AMP financial planning executive Steve Helmich has been named the 2012 chairperson-elect of the Financial Planning Standards Board (FPSB) Council - an advisory body of th...
Financial planning
The current FPA advertising campaign is already delivering improved website traffic and increased use of the online Find a Planner tool, according to the FPA....
Financial planning
As the financial services sector braces for major change flagged by the Federal Government more than a year ago, companies within the industry are becoming increasingly v...
Financial planning
AMP has launched a financial planning-focused 'university challenge' aimed at giving university students greater access to the financial planning profession....
People & Products
Managing director of Merrill Lynch and former financial planner, Jay O'Neil, will soon relocate to Australia from the United States to head up Macquarie Private Bank, Mac...
Financial planning
With the Government promising to increase education requirements for financial planners through its Future of Financial Advice (FOFA) reforms package, the AMP Horizons Ac...
Financial planning
Calls have been made by financial planners in the US to follow Australia’s lead for advisers to adhere to a fiduciary standard of care when providing clients with investm...
Financial planning
The Financial Planning Association (FPA) has reassured its members that its proposed strategic plan will address member discontent with several aspects of the FPA’s polic...
Financial planning
A Victorian planner has queried the new cost structures surrounding the restructured professional FPA....
Editorial
Another round of research aimed at defining the attitudes of financial planners appears to have confirmed the existence of a generational divide on some of the key questi...
Financial planning
A Hillross business has been awarded the Advisory Firm of the Year accolade by the dealer group for its ‘future-proof’ business model....
Editorial
As the debate surrounding tertiary education for financial planners moves from whether it should be compulsory to what degree should count, Ashleigh McIntyre writes that ...
Financial planning
The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...
Editorial
The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...
Financial planning
The Financial Planning Standards Board has released a guidance document in support of supervised work experience for financial planning entrants....
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Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...