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Showing 71 - 80 of 243 results for "Planning industry"

Planning industry on brink of golden era

MARK SMITH  |  THURSDAY, 7 AUG 2014
The financial planning industry is on the verge of a golden era, but it must do everything it can to be seen as a fully-fledged profession, according to AMP executive director of financial planning Steve Helmich. The senior planning executive argued ...

Stakeholders stage FoFA confrontation in Senate submissions

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
... conflicted remuneration provision. But Monash University associate professor Paul Latimer said that "the financial planning industry should embrace the best interests duty and its catch-all as an opportunity to take one more step towards professionalising ...

Cormann freezes FoFA amendments

MARK SMITH, ALICE URIBE  |  MONDAY, 24 MAR 2014
... media outlets and said that he wanted to consult key stakeholders including the financial services and financial planning industry. On his Twitter account Senator Cormann said that the decision to pause the regulations "was taken last Friday." The government ...

YBR doubles wealth management revenue

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
... to mortgage revenue amongst the top 20 YBR branches is of 40%. "The major players that dominate the financial planning industry are focused on retirees, whereas Yellow Brick Road services middle Australians who are still well entrenched in their working ...

PROFILE: AMP Horizons director Amelia Constantinidis

MARK SMITH  |  THURSDAY, 30 JAN 2014
... advisers from a range of backgrounds with the skills and experience they need to fast-track into the professional planning industry. Teachers, vets, chefs and even professional athletes have been among the 650 who have passed through the 12-month course ...

FPA condemns FoFA fear mongers

JAMES FERNYHOUGH  |  FRIDAY, 17 JAN 2014
... Whiteley said: "ISA urges the Government to stick to the sensible centre or risk further scandals in the financial planning industry." The Australian Institute of Superannuation Trustees, the peak body for the not-for-profit super sector, said the amendments ...

ING Direct to target advisers with new model

LAURA MILLAN  |  THURSDAY, 28 NOV 2013
... Party Distribution Mark Woolnough said the appointment will further build the bank's profile in the financial planning industry. "Charles is incredibly well-known and respected in the industry so we're privileged to have his insight and experience in ...

BT launches women adviser network group

LAURA MILLAN  |  TUESDAY, 1 OCT 2013
... intends to support workshops, as well as to provide greater insight into what it's like to work in the financial planning industry. The objective of the initiative is to double the number of females in BT's financial planning businesses by 2015. Women ...

Accounting and advice practices likely to increase mergers

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... mergers and acquisitions between accounting and advice practices. "The accounting industry's foray into the planning industry is really only just starting," Radar Results principal John Birt predicted. "The accounting industry will fully embrace financial ...

Instreet expands online presence

MARK SMITH  |  FRIDAY, 16 AUG 2013
... Twitter and YouTube usage among financial advisers is outstripping that of the wider Australia. "The financial planning industry is embracing the use of technology and accessing a lot more content digitally than ever before," he said. "Use of social ...