All Articles tagged with 'Steve Helmich'

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CFP certification bodies gather in Sydney to develop strategy to lead the financial planning profession

From FPA - Financial Planning Association

Financial Planning Association of Australia to host professional bodies from 24 territories representing 150,000 CFP professionals Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification

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11 Oct 2013

FPA to host international leaders of the profession

From FPA - Financial Planning Association

International leaders will address attendees at the Financial Planning Association’s (FPA) inaugural Professionals Congress (17-18 October) this year. Mark Rantall, CEO of the FPA, will be joined by a distinguished

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06 Sep 2013

Future2 and FPA draw closer

From FPA - Financial Planning Association

A long-standing relationship between the Future2 Foundation and the Financial Planning Association (FPA) has been formalised and strengthened with an agreement to work together for the betterment of the Australian

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08 Aug 2013

Postcard from the US

From Steve Helmich - AMP Limited

The lead into the FPA conference in San Antonio is the Major Firms Symposium and I find it an invaluable interaction to be able to spend a couple of days

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01 Oct 2012

Financial planners rise to a 1200 km, $100,000 challenge

From Future2 Foundation

Six weeks out from the start of the AMP Future2 Wheel Classic, 37 cyclists from or linked with the financial planning profession are in training for a ride that will

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03 Aug 2012

FoFA readiness – how are large licensees approaching it?

From Ray Griffin - AdviserVoice - proudly brought to you by Bennelong Funds Management

FoFA – the mere utterance of the acronym seems enough to send shivers down the spine of anyone providing financial advice in Australia. At least that’s what you might conclude

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23 May 2012

Future2 reports 33 applications for 2011 Make the Difference! grants

From Future2 Foundation

Financial planners have shown the depth and spread of their support for deserving community projects working with disadvantaged young Australians by endorsing grant applications to the Future2 Foundation from 33

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18 Aug 2011

Passion, professionalism and pride – a ‘beating heart’ challenge

From Future2 Foundation

The beating heart of a committed profession is its capacity to give back – and in so doing uphold the values of respect and integrity within its community. As the

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09 Aug 2011

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]