CFP

Financial planning

Financial planning – it’s a dog’s life, right?

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. ...

Financial planning

Breakspear takes the reigns at the FPA

Improving the image of financial planners in the eyes of Australian consumers will be the cornerstone to Ken Breakspear’s strategy for the Financial Planning Association....

Financial planning

From FPA chair to professor

Former FPA chairman Wes McMaster has become the first financial planner in Australia to be anointed a professor....

Financial planning

Letters 12/10 – Time to move with the times

I read with some interest the letter that Marj Russell wrote about licensing advisers....

Financial planning

Adviser feedback 12/10 – What proportion of your revenue is fees or commission?

“It’s about 70 per cent fees. It has turned around from being 20 per cent in favour of fees about five years ago, moving with the trend towards more fee based services. I...

Financial planning

CFP numbers continue ascent

There are now more than 36,000 Certified Financial Planners operating in the US, with about 1,000 new members joining the elite financial planning club this year....

Financial planning

Advisers heading down the same path

Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...

Financial planning

Advisers still play key role in educating clients

While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...

Financial planning

Lead 14/09/2000: Educated advisers in the driver’s seat.

Retail investors have never had it so good in terms of the information available to them regarding investments and this doesn't seem to be tapering off. ...

Financial planning

Adviser feedback 31/08 – Should all advice givers be licensed?

Yes they should. Well if you look at any other profession not all GPs are surgeons and essentially an account may not have the exposure to investments, just because you c...

Financial planning

Profile 31/08 – Hewison: the new driver at the wheel

Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...

Financial planning

Adviser feedback 17/08 – Do you have a complaints handling system in place?

No I don’t have a complaints handing system in my business and I do need to do something about putting one in place....

Financial planning

Onward and upward in the new South Africa

Financial planning in South Africa has a history as long as financial planning in Australia – and despite the country’s political problems, business is booming. In the fo...

Financial planning

News Round up – Planners face increasing litigation

The risk of litigation and class actions against planners will increase as clients become more knowledgeable about investing, warns industry doyen David Bleakley....

Financial planning

Adviser Feedback 03/08 – Have you changed dealer groups?

I haven’t changed dealer groups since I’ve been in the industry. I joined Pembroke Financial Planners in 1994....