AMP FINANCIAL PLANNING

Financial planning

Challenger Financial Service has appointed AMP Capital Investors’ portfolio manager Alan Sheen as its head investment analyst, effectively its second major signing from A...

Financial planning

Australia’s biggest dealer group, AMP Financial Planning, has endorsed the Financial Planning Association’s principles on conflicts of interest by forming a taskforce to ...

Financial planning

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Editorial

The 2005 full year results for AMP have shown a 24 per cent increase in underlying contributions, the organisation’s main profitability measure which removes investment m...

Financial planning

An online training course in sustainable and responsible investing for financial advisers will qualify participants to display the Ethical Investment Association’s SRI Sy...

Financial planning

Members of corporate superannuation fund Westscheme will soon have direct access to a scaled-down version of CARM’s GPS financial planning software, recently badged by AM...

Financial planning

Genesys Wealth Advisers has become one of the few financial planning dealer groups to add an industry superannuation fund to its recommended list....

Financial planning

AMP Financial Planning advisers will charge negotiable upfront fees of $200 to $700 for TurningPoint, while AdvicePlus Solutions’ price will be agreed with clients, accor...

Financial planning

AMP advisers will charge negotiable upfront fees of $200 to $700 for the ‘TurningPoint experience’, while the price for AdvicePlus Solutions will be agreed with the clien...

Superannuation

Advisers are drowning in choice – that is, a growing choice of information and new research available to help them get the requisite levels of documentation they now requ...

Financial planning

Advisers with Australia’s largest dealer group, AMP Financial Planning, will be expected to offer clients new generic advice packages designed by AMP management by the en...

Financial planning

Socially responsible investing has stood out as a big winner in the new choice of fund environment, despite only a small fraction of planners currently providing socially...

Financial planning

SRI is continuing to gain momentum, with funds under management in ethical investments reaching $7.67 billion, and AMP Financial Planning and Ethical Investment Services ...

Financial planning

Financial planners working with the AMP Financial Planning network will now have access to the Mercer IS Super service, giving them access to details covering more than 1...

Financial planning

For Australia’s biggest financial planning dealer groups, managing conflicts is all about ensuring advisers have adequate choice....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 7 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 22 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 2 hours ago