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| | | 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 ... |
| | | | Peter Wilson from Strategic Wealth Management Solutions; Paul Little, Landmark Financial Management; Josef Stadler, PSK Financial Services and Chris Craggs from Argurion Financial Group have won the FPA's Value of Advice Awards. Wilson won the Financial ... |
| | | | Joe Hockey, shadow treasurer, said the Liberal Party does not agree with banning commissions, arguing that mandating planners to have a fiduciary obligation towards their clients takes away the need for planner remuneration reforms. Speaking at the ... |
| | | | The success of a fee-for-service planning business rests in a well-defined strategy and planners making the "mental shift" to charging fees upfront, said a panel of experts. Speaking at the Financial Planning Association of Australia's (FPA) National ... |
| | | | The Financial Planning Association of Australia (FPA) has set up a whistleblowing service and has flagged tougher educational requirements for people who want to become financial planners. Julie Berry, chair at FPA, said the FPA Confidential is an online ... |
| | | | 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 ... |
| | | | One of the major hurdles facing super funds in the post intra-fund advice relief era is attracting and maintaining qualified advisers, said an industry expert. David Anderson, business leader of Mercer's outsourcing business for Asia Pacific, told an ... |
| | | | The latest ruling against three people posing as "financial advisers" when they weren't licensed as advisers at all exposes the flaw in the current legislative regime where unlicensed professionals can operate outside strict compliance laws Marianna ... |
| | | | Marianne Perkovic, has left her role as chief executive at Count Financial, to join Colonial First State as general manager of distribution. Perkovic worked at Count Financial for over 11 years across several management roles including general manager ... |
| | | | AMP has told fund managers if they want to be on the group's 1,600-strong financial planning network's approved product list (APL), their products must not include any commissions. Steve Helmich, director Financial Planning, Advice and Services at AMP ... |
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