CFP

Financial planning

Knowledge-intensive jobs are the biggest hiring trend as skilled, experienced, and educated financial planners are in short supply according to Hays....

Editorial

The CFP designation remains a potent marketing tool for the Financial Planning Association but will the Government's legislative amendments around ethics and education ma...

Life/Risk

The hard-line claims handling practices of insurers are doing more damage to the viability of group insurance than the involvement of lawyers, according to a leading plai...

Financial planning

The FPA’s CFP program enrolment rate jumped 200 per cent compared to previous enrolment numbers....

Financial planning

The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....

Financial planning

Higher standards is the mantra but have planners dragged the chain on lifting them? ...

Editorial

Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...

Financial planning

Inaugural Gwen Fletcher Memorial Award winner, Erin Shields, plans to continue along the path by the late ‘First Lady of financial planning’....

Life/Risk

Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. David Glen runs through the post-FOFA adviser ch...

Financial planning

The Senate Committee reviewing ASIC has lambasted ASIC and CommFP and signalled further quizzing of compensation arrangements....

Financial planning

FPA aims to grow members and boost consumer engagement with NAB Wealth executive hire....

Financial planning

Commonwealth Financial Planning whistleblower Jeffrey Morris claims ASIC failed to act to cover its own incompetence....

Financial planning

Financial planning industry veteran Gwen Fletcher passes away aged 94....

Financial planning

Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...

Financial planning

Certified financial planner (CFP) professionals are more productive, profitable, and reduce compliance risk compared to financial planners without certification. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

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

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago