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Financial planning
FPA planners receive 25 advice referrals from Cbus since start of new year....
Financial planning
FPA gives research and marketing materials to FPSB members to promote CFP designation...
Editorial
Claire Mackay has won the Pro-Bono Award in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...
Editorial
Cherie Feher, the Money Management/Super Review Women in Financial Services Awards' Rising Star, is no stranger to financial planning, having worked as a compliance manag...
Financial planning
The FPA and academics have come together to launch the first round of financial planning research grants for academics....
Financial planning
FPA chief executive calls on CFP members to actively promote designation. ...
Financial planning
FPA links to industry fund on referrals to FPA Professional Practices....
Financial planning
The Financial Planning Association has entered into an agreement with industry super fund Cbus to pilot a referral service. ...
Financial planning
FPA is no longer reliant on event revenue and sponsorship dollars to meet its funding requirements, according to its 2012/13 annual report....
Editorial
After a substantial part of the year when employers and employees seem to have been marking time in terms of job recruitment, things may be about to change, write Andrew ...
People & Products
Julie Berry named as first Australian to head NZ planning body...
Top 100
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
Financial planning
AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...
Financial planning
FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....
Financial planning
Certified Financial Planners earn around $35,000 more per year on average than planners without this designation, according to the Investment Trends FPA Professional Divi...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...