CFP
Financial planning
Nick Bruining offers some invaluable advice for surviving this year’s FPA Convention in Melbourne....
Financial planning
This year’s Financial Planning Association conference marks the ninth year that advisers have gathered together on an annual basis for the largest event of its kind in th...
Financial planning
Have you qualified as a Certified Financial Planner (CFP)? Why/ why not?...
Financial planning
Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...
People & Products
Ian Heraud will replace Ray Griffin as principal member representative on the Financial Planning Association (FPA) board, when Griffin steps down as chairman next month....
Financial planning
If we think back to 1988, a person could obtain an authorised representative’s licence through attending two days of in-house training. ...
Financial planning
Ken Breakspear took up the top job at the Financial Planning Association (FPA) less than a month ago. But as most politicians know, the honeymoon period does not last lon...
Financial planning
I refer to Anthony Starkins’ views with respect to the outlawing of commissions (Money Management 26 October)....
Financial planning
Funds management has become the number one employment choice for investment professionals around the world, according to a UK-based financial recruitment specialist....
Financial planning
Ken Breakspear took up the top job at the Financial Planning Association (FPA) less than a month ago. But as most politicians know, the honeymoon period does not last lon...
Financial planning
No. At this stage I’m not comfortable with the non-accessibility to funds. I understand there is going to be something listed on the stock exchange that will allow tradin...
Financial planning
Hong Kong has become the 14th country in the world to officially adopt the Certified Fi-nancial Planner (CFP) mark....
Financial planning
Earnings growth from US equities will remain strong enough for good returns as that economy heads for a soft landing, according to Deutsche global chief investment office...
Financial planning
Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....
Financial planning
A planner’s life as they say, shouldn’t be all work and no play. Sometime the play becomes more work than the work. Nick Bruining reports. ...
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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...