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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago