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CFP
Editorial
The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....
Financial planning
Count Wealth Accountants has rejoined the Financial Planning Association (FPA) as a principal member after having withdrawn its membership five years ago....
Financial planning
The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...
Financial planning
The Financial Planning Association (FPA) has released more details of changes to its Certified Financial Planner (CFP) program, to allow those with other professional cre...
Financial planning
The Financial Service Reform Act will not change community perceptions of financial planners nor will it stop people from being dishonest according to International CFP C...
Financial planning
The Financial Planning Association (FPA) has announced an overhaul of its education offerings, that will mean a ‘meatier’ education program focused on raising standards, ...
Financial planning
Adelaide-based financial planner David Middleton has called on the industry to come up with a risk-profiling process that puts the client’s needs first or run the risk of...
Financial planning
The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...
Financial planning
In the current environment, most advisers are striving to control costs, improve profit margins and lift productivity. But what targets should they strive for? Richard Ra...
Funds management
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....
Financial planning
Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...
Financial planning
MoneyWise has targetted its own market by dealing solely with Flight Centre employees. Craig Phillips reports....
Financial planning
The Financial Planning Association has hailed the meeting of its 31 chapters in Sydney as a huge success according to general manager, Rohan Burgess....
Financial planning
The International Organisation for Standardisation (ISO) is a step closer to introducing an international standard for financial planning to Australia that would require ...
Financial planning
Godfrey Pembroke has long been regarded as a premium financial planning group, but with new owners and a new chief, will it retain that crown? Lucie Beaman looks at the G...
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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?...