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CERTIFIED FINANCIAL PLANNER

Financial planning

MLC Adviser Scholarship Program helping to alleviate critical adviser shortage....

Financial planning

When it comes to a financial planner’s education, is taking the easy road an advantage or disadvantage? Michael Dale answers this by sharing his own experiences of studyi...

Financial planning

The overall number of financial planners has lifted again having recently experienced a slight lull but despite this upward trend Darin Tyson-Chan finds out a few of the ...

Financial planning

The FPA endorses latest protection initiative from the ATO....

Financial planning

At least one dealer group is poised to leave the Financial Planning Association after restrictions on the use of its Certified Financial Planner brand are scrapped on Jul...

Financial planning

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Financial planning

The Association of Financial Advisers is preparing to launch its own version of the Financial Planning Association’s Certified Financial Planner designation....

Financial planning

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Financial planning

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Editorial

Paraplanning deserves recognition in its own right as a chosen profession rather than as a transition to becoming a financial planner, according to Brigitte Forbes, senio...

Editorial

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Financial planning

Financial Planning Association chief executive Jo-Anne Bloch kicked off this year’s FPA National Conference with four significant announcements, which could lead to drast...

Financial planning

The FPA has advised that its investigation into the activities of Tasmanian-based adviser Brendan Moore has been wrapped up, with its disciplinary committee imposing only...

Financial planning

The Financial Planning Association has released the results of its own research that shows its members feel it is not doing enough to promote the value of advice or the p...

Financial planning

The Financial Planning Association has amended the level of experience it requires from its Certified Financial Planner candidates to better reflect that of a typical car...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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So we are now underwriting criminal scams?...

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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week ago