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Showing 171 - 180 of 244 results for "Planning industry"

AMP exec joins planning standards board

AMP ANNOUNCEMENT  |  FRIDAY, 20 NOV 2009
The Australian financial planning industry gets a local representative in a global standards-setting body after Steve Helmich from AMP was selected to join the board of the Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards ...

Coalition against commissions

RUTH LIEW  |  WEDNESDAY, 18 NOV 2009
... Services, the industry bodies wrote that the committee has a historic opportunity to transform the financial planning industry into a "genuine profession". The coalition's campaign comes a day after IFSA unveiled its new Superannuation Charter, which ...

MLC FUM falls 19pc, in-force premiums rise

MICHAEL HOBBS  |  WEDNESDAY, 28 OCT 2009
... MLC Australia, said the business has continued to focus on taking a lead in building trust in the financial planning industry by making a submission to the Parliamentary Joint Committee Inquiry into Financial Services and Products. In addition, the business ...

BT ramps up SMSF offering

COMPANY RELEASE  |  MONDAY, 21 SEP 2009
... manager BT Wrap Product and Strategy, said the growth of SMSFs present an enormous opportunity for the financial planning industry, however platforms needed to cater to the specific compliance, reporting and auditing needs of advisers and their accounting ...

Paraplanners left out of planning reforms, for now

MICHAEL HOBBS  |  TUESDAY, 11 AUG 2009
While there is incessant debate on how the planning industry can lift its governance standards to better protect consumers, there is little talk about the future for paraplanners, but that could soon change. Bloch said paraplanners shouldn't have to ...

Communication breakdown advisers failure

RUTH LIEW  |  THURSDAY, 30 JUL 2009
One of the biggest downfalls of the financial planning industry is its inability to communicate effectively the value of the profession, said a key industry association. Richard Klipin, chief executive of the Association of Financial Advisers, said ...

AFA renews call to restrict 'financial adviser' term

PRESS RELEASE  |  FRIDAY, 3 JUL 2009
... calling for Treasury to restrict the term 'financial adviser' amid a barrage of negative media reports on the planning industry. Richard Klipin, chief executive of the AFA, said the term 'financial adviser' needs to be restricted to those who are regulated ...

The quest for independent advice

MICHELLE BALTAZAR  |  FRIDAY, 26 JUN 2009
... regulator's proposal to ban commissions on investment advice fuels fresh debate on the future of the local financial planning industry, with experts divided on how far the industry has come and where the real problems lie. The Financial Services Authority's ...

Fin planning jobs fall 60pc

MICHAEL HOBBS  |  TUESDAY, 5 MAY 2009
... Trevor Punnett, eJobs Recruitment Specialists financial planning division, said recruitment across the financial planning industry is still occurring despite the drop in advertisements. While there are more financial planning candidates available, the ...

CHAMP buys Centric Wealth

RUTH LIEW  |  TUESDAY, 3 MAR 2009
... ownership." "Centric Wealth has one of the lowest number of clients per advisor in the Australian financial planning industry and is in the vanguard of the sector with a fee for service model," said Centric Wealth, chief executive Michael Pillemer. David ...