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FINANCIAL PLANNING
Financial planning
The Parliamentary Joint Committee (PJC) Inquiry into Financial Services and Products has recognised the need to lift the training and entry requirements for the financial...
Financial planning
Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...
Financial planning
Even in an outstanding field, Jackie Cook’s empathy with her clients stood out, writes Amal Awad....
People & Products
AMP director of financial planning advice solutions Steve Helmich has been elected to the Financial Planning Standards Board (FPSB) for a four-year term....
Financial planning
Joe Hockey has promised the Liberal Party will not support a decision by the Rudd Government to ban adviser commissions....
Financial planning
For the first time in its 21-year history, a woman has been awarded the Money Management Financial Planner of the Year (FPOY) title, with Anne Graham being announced the ...
People & Products
The co-founder of ipac Securities, Peeyush Gupta, to serve three years on the Financial Planning Standards Board (FPSB) effective April 2010....
Financial planning
The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen, said any future regulatory change will be guided by the need to provide high quality f...
Financial planning
According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice....
Financial planning
The Financial Planning Association has called for an overhaul of the education standards for financial planners, including a minimum tertiary qualification requirement by...
Financial planning
The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level. ...
Financial planning
Consolidation of dealer groups will be driven by commercial imperatives, with informal FPA modelling finding it costs smaller dealer groups $126,000 a year to support a s...
Editorial
If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, th...
Financial planning
Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...
Financial planning
AMP Horizons is branching out from financial planner recruitment with the launch of a new program for experienced planners looking to start up their own practice....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...