CFP
Financial planning
The growth of financial planning, particularly the top level, is being hampered in New Zealand by the changing face of the advisory industry....
Financial planning
Semantics aside, there is real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another lo...
Financial planning
ING’s financial planners will be able to move further into the realm of life and risk insurance after a software deal was signed by ING and PlanTech Consulting....
Financial planning
The growth of financial planning, particularly the top level, is being hampered in New Zealand by the changing face of the advisory industry. ...
Financial planning
Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...
Financial planning
America’s recently formed Financial Planning Association has had a turbulent year in membership numbers, with those leaving almost matching those joining....
Financial planning
Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...
Financial planning
Members of America’s Certified Financial Planning Board (CFP) may soon find themselves out in the cold, following the board’s decision to cut one-third of its current boa...
Financial planning
Clearing the final hurdle to become a Certified Financial Planner (CFP) is proving an increasingly difficult task for American financial planners....
Financial planning
Dominic Alafaci has won the 2000 Money Management Financial Planner of the Year award after coming runner up for two years in succession. John Wilkinson asks Alafaci the ...
Financial planning
It is no coincidence that the new Financial Planning Association chairman is also one of Australia’s top planners. Nicole Szollos explores the new directions John Hewison...
Financial planning
Financial planners are now the “dominant force” in the personal finance market, according to Financial Planning Association (FPA) chief executive Ken Breakspear....
Financial planning
Financial service providers should not be complacent even though the pendulum has swung against dot com businesses according to Advent Software chair Stephanie DiMarco....
Financial planning
It is now four years since George Flack won the Money Management Financial Planner of the Year. Jason Spits caught up with the high profile planner in a brief reprieve fr...
Financial planning
Nick Bruining offers some invaluable advice for surviving this year’s FPA Convention in Melbourne....
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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...