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Showing 51 - 60 of 61 results for %22AMP Financial Planners Association%22

FPA loses chief

MICHAEL HOBBS  |  WEDNESDAY, 10 FEB 2010
... with great interest as the next era unfolds," said Bloch. Steve Helmich, director Financial Planning, Advice and Services at AMP, commended Bloch's efforts at the FPA. "Jo-Anne's done a good job at the FPA but I can understand people wanting to move ...

AMP planners back fee for service APL

MICHAEL HOBBS  |  TUESDAY, 9 FEB 2010
AMP's financial planners have thrown their support behind an approved product list (APL) that does not include any commissions - and fund managers keen to keep their business are fast adjusting to the change. Steve Helmich, director Financial Planning ...

AMP exec joins planning standards board

AMP ANNOUNCEMENT  |  FRIDAY, 20 NOV 2009
... Logo marks outside the United States, named Steve Helmich, financial planning, advice and services director for AMP Financial Services, to a four-year term on FPSB's Board of Directors, starting 1 April 2010. "Considering that the majority of the world's ...

Giant leap for super advice

MICHELLE BALTAZAR  |  TUESDAY, 17 NOV 2009
Seven of the country's largest fund managers, including AMP, BT and CFS, have ratified a bold, new IFSA Superannuation Charter - heralding a new culture where consumers, not the planners, dictate the fees paid on superannuation advice. More than 135 ...

Drop commissions or get off APL: AMP

MICHAEL HOBBS  |  TUESDAY, 27 OCT 2009
... Planning Association of Australia's (FPA) stance, the no-commission approach does not include life insurance products. AMP Financial Planning includes around 1,360 planners representing $13 billion in funds under advice while Hillross Financial Services ...

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
... haven't complied with a little known industry guideline on trail fees that took effect this year. Two years ago, the Financial Planning Association (FPA) introduced four new guiding principles on how financial planners should manage potential conflicts ...

Awareness week for planners

MICHAEL HOBBS  |  WEDNESDAY, 14 MAY 2008
... and Queensland. "Previously we've had roughly 120 people attend the careers expo and this year we have 15 supporters like AMP, Asgard and Avenue Capital Management which are given a table to interact with attendees," said Bungey. In New South Wales (NSW) ...

FPA checklist to guide members on super switching

HAMISH MADDEN  |  TUESDAY, 20 FEB 2007
... together, in hand with the regulator, to facilitate better service to financial planning clients," Bloch said. Last week AMP Financial Planning revealed it would need to call up to 35,000 clients to review super switching advice given by its planners ...

Ethical investment education comes online

... March this year, when it is expected that the take up from financial planning and adviser groups will be strong. "AMP financial planning have recently signed up their dealer network and are keen to use the certification program," said Wright, adding ...

EIA launches SRI accreditation scheme

... Management, Hunter Hall International, Perpetual Investments, and UCA Funds Management. This list is supplemented by AMP Financial Planning and Grant Thornton, who are adviser groups who have also received endorsement under the scheme. A small number ...