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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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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...