AMP’s Helmich on FoFA, recruitment
- published on 17/05/2012
- 0
Steve Helmich, AMP director of financial planning, advice and services says he has never seen the mood more positive amongst AMP’s financial planners. ... [more]
- Knowledge
- Insights
- Connections
Professional Standards
FoFA, a model for global financial planning reform
- published on 10/05/2012
- 0
The Financial Planning Standards Board (FPSB), which owns the CERTIFIED FINANCIAL PLANNER and CFP trademarks outside the United States, says it backs moves ... [more]
BT’s Englund on FoFA and recruitment strategy
- published on 03/05/2012
- 0
Matt Englund, head of Dealer Groups at BT Financial Group, says Securitor is actively looking for practices that share its generational philosophy. Englund ... [more]
Lane on accountants and Count’s network
- published on 26/04/2012
- 0
Count CEO David Lane gives his views on the opportunities potentially created by the scrapping of the accountant’s exemption and how he was ... [more]
Independence will remain, promises Count CEO
- published on 23/04/2012
- 3
New Count Financial chief executive officer, David Lane, has committed the dealer group to remaining independent while outlining his strategy for recruitment and ... [more]
APESB delay means planners may dodge a bullet
- published on 08/12/2010
- 6
Non-accountant financial planners may be about to dodge a bullet, after the Accounting Professional & Ethical Standards Board (APESB) decided to defer a ... [more]
Webfeature: The courage and vision to get the FPA over the line
- published on 01/12/2010
- 2
The Financial Planning Association of Australia (FPA) has taken a brave stand with its plans to restructure, raise entry standards and promote to ... [more]
Centric sets the pace on professional standards
- published on 27/10/2010
- 4
Centric Wealth has introduced rules of conduct and professional standards for its financial planners, staff and management that it believes sets a new ... [more]
Helping planners to stand out from the crowd
- published on 07/04/2010
- 0
The FPA is pushing its CFP brand hard. Simon Hoyle looks at what the association hopes to achieve, and how If you are ... [more]