Financial planners behind over $40,000 in grants for community projects

From

Future2 announces 2010 Make the Difference! Grants Four grants totaling $41,000 were announced today by Future2, giving vital support to grassroots projects working to transform the lives of disadvantaged young

continue reading

FPA Strategy – New brand

From

As part of an exciting new strategic direction, the Financial Planning Association (FPA) today previewed a new brand identity and logo as a component of its move to position FPA

continue reading

FPA embarks on journey to inspire community trust and confidence

From

The most significant strategic shift in the 18-year life of the Financial Planning Association has been adopted by the FPA Board and, pending the approval of constitutional changes by the

continue reading

Zenith Announces Further Client Growth

From

The number of financial dealer groups and adviser practices utilising Zenith Investment Partners (Zenith) research facilities and services continues to expand with Wilson HTM the most recent firm to confirm

continue reading

Minister Shorten comments on FPA professionalism initiatives

From

Assistant Treasurer and Financial Services Minister Bill Shorten has acknowledged the new strategy outlined today by the Financial Planning Association (FPA) to transform the association and position its members as

continue reading

CFP professionals recognised for valuable advice

From

Certified Financial Planner® (CFP®) professionals continue to be recognised as the preferred source of financial advice. According to research commissioned by the Financial Planning Standards Council (FPSC) in Canada, consumers

continue reading

FPA – 125 students complete CFP5

From

The Financial Planning Association (FPA) today announced 125 FPA members successfully completed the certification unit (CFP5) of the Certified Financial Planner® certification program. Out of the 213 new and repeating

continue reading

AMP appointments position for growth

From

AMP Financial Services has appointed Andrew Hobern and Deborah Sneddon to the newly created roles of Director of Business Performance and Director of Operations in AMP Financial Planning, Advice &

continue reading

Leading strategist says ‘member as lender’ borrowing strategy may help SMSFs avoid excess contributions problem

From

Financial planners should consider a ‘member as lender’ strategy to help SMSF clients who have contributed up to the limits of the super contribution caps but wish to contribute more

continue reading

Aviva launches off-platform SMA using IRESS technology

From

Aviva Investors (Aviva) has partnered with leading financial services technology provider, IRESS Market Technology (IRESS) to launch Aviva Investors Direct SMA (Direct SMA). Aviva’s Head of Retail, Andrew Peterson, said

continue reading