Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those ...
Inaugural Gwen Fletcher Memorial Award winner, Erin Shields, plans to continue along the path by the late ‘First Lady of ...
Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. ...
Both the Australian Securities and Investments Commission (ASIC) and Commonwealth Financial Planning (CommFP) have been taken to task by a ...
In a push to increase its professional membership, the Financial Planning Association (FPA) has recruited NAB Wealth executive Tom Reddacliff ...
The whistleblower in the Commonwealth Financial Planning (CommFP) case, Jeffrey Morris, has claimed the lax approach of the Australian Securities ...
Gwen Fletcher AM, the undisputed doyenne of the financial planning profession, passed away quietly last Friday, 28 February. She was ...
Hiring certified financial planner (CFP) qualified financial advisers has led to a less than 1 per cent client attrition rate ...
Certified financial planner (CFP) professionals are more productive and profitable compared to financial planners without certification, a global research study ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
