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Showing 741 - 750 of 982 results for "Financial Planning Associatio"

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 ...

FPA names Value of Advice winners

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
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 ...

Libs reject planner commissions ban

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
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 ...

Faith in fee for service

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
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 ...

FPA calls for whistleblowers and more planner education

MICHAEL HOBBS  |  THURSDAY, 19 NOV 2009
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 ...

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 ...

Adviser recruitment plagues super funds

RUTH LIEW  |  THURSDAY, 12 NOV 2009
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 ...

Opt out, bailed out

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 10 NOV 2009
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 ...

Perkovic moves from Count to CFS

MICHAEL HOBBS  |  TUESDAY, 10 NOV 2009
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 ...

Drop commissions or get off APL: AMP

MICHAEL HOBBS  |  TUESDAY, 27 OCT 2009
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 ...