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Financial planning
I set off on my recent trip to the UK smug in the belief that I’d be able to teach the Poms a thing or two, as our industry, as we keep telling each other, is so far ahe...
Financial planning
The Financial Planning Association (FPA) is planning to change its membership structure to recognise paraplanners and other financial services industry professionals as a...
Financial planning
Fierce competition has not stopped advisers in the US from sometimes pooling their talents, and even resources, in search of new and potentially profitable synergies....
Financial planning
Lifespan is about to unveil what it believes is Australia’s first fully Web-based financial planning system. Nicole Szollos reports on a dealer group on the verge of a ma...
Financial planning
Despite the appearance of uniformity not every dealer group is the same when it comes to major issues of structure and business practice. Jason Spits looks at a Queenslan...
Financial planning
Financial planners and paraplanners have received a dose of reality as fast growing salary packages show the first signs of faltering. ...
Financial planning
Financial planners in the US are increasingly embracing a business model which offers the kind of services you would expect from a concierge in a five star hotel....
Financial planning
The Certified Financial Planning (CFP) Board of Governors will open its ranks to international members and hand over responsibilities for the mark in the US as it seeks t...
Financial planning
Well-known financial services figure Bonnie Guilford has departed AMP Financial Planning and joined Timbercorp in the newly created position of marketing and technical ma...
Financial planning
For almost every piece of the financial planning puzzle there is an Internet company in the US committed to finding the solution....
Financial planning
The International CFP Council’s push to have an army of 130,000 licensees worldwide by 2005 could be achieved earlier than expected, according to US CFP Council chair Pat...
Financial planning
Charter Financial Planning is taking an increasingly tough stance on the qualifications of its financial planners. But as John Wilkinson discovered, it is offering full d...
Financial planning
Financial Planning Association (FPA) chairman John Hewison has blasted the Federal Government and the Australian Tax Office (ATO) over their stance on alienation of perso...
Financial planning
Charter Financial Planning is taken an increasingly tough stance on the qualifications of its financial planners. But as John Wilkinson discovered, it is offering full de...
Financial planning
Semantics aside, there is a real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...