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Financial planning
<i>Money Management</i><i>’</i><i>s</i> ‘Rating the Raters’ survey featured in this edition began to generate a lot of interest even before the last words had been writte...
Financial planning
At the most recent FPA National Convention, Ian Hutchison gave a session titled <i>‘</i><i>Passionate planning means designing finances and lifestlye</i><i>’</i>....
Financial planning
As much as US advisers would love exclusive rights to the financial intermediary needs of all Americans, the reality is that with a fast-growing and profitable customer b...
Financial planning
The Financial Planning Association (FPA) will continue to allow training providers to apply for exemptions in regards to Diploma of Financial Planning (DFP) equivalent co...
Financial planning
For my last article, I normally summarise my previous articles for the year. However this time I want to only do that in part. That’s because this year was the last year ...
Financial planning
For a man who has just been named Money Management Financial Planner of the Year, John Wotherspoon is trying awfully hard to try and make himself redundant. But then Woth...
Financial planning
Working as an engineer in South Africa, Peter Kirk knew there was something more for him. 15 years later Kirk has made the cut as a Money Management Financial Planner of ...
Financial planning
Adelaide-based financial planner John Wotherspoon has beat out a host of other high profile advisers to win this year’s Money Management Financial Planner of the Year awa...
Financial planning
The Financial Planning Association (FPA) has not ruled out a possible increase in membership fees in line with its proposal to modify the association’s membership structu...
Financial planning
The Financial Planning Association of Australia (FPA) has finalised an agreement to sell its professional education program to the burgeoning Indian planning industry....
Financial planning
To look back over the past ten years of the FPA’s National Convention is to take a history lesson in the development of the financial planning industry....
Financial planning
America’s Certified Financial Planner (CFP) Board is planning to relinquish some of its control to a new ruling world board, leaving the final say on global CFP matters t...
Financial planning
There is a future role for advisers specialising in risk products as many financial planners do not sell risk products, this creates opportunities for risk advisers to be...
Editorial
Eager to stabilise profits with asset-based fees, broker/dealers are flocking to the burgeoning market for so-called separately-managed accounts....
Financial planning
The Financial Planning Association (FPA) board of directors has released further details of a proposal to alter its membership structure for professionals working in the ...
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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?...