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I was interested to read the article on a new system where financial planners pay to be star rated in a reference database for consumers (“Advisers to pay for star rating...
Financial planning
An admission by two major UK public pension schemes that they wrongly advised thousands of immigrating clients has reignited the controversy over advice for immigrants to...
Financial planning
A US association is planning another professional designation for financial planners but insists the new mark will not set out to compete with the Certified Financial Pla...
Financial planning
The financial services industry’s current obsession with star ratings opens up a can of worms for consumers and the industry....
Financial planning
Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract....
Financial planning
Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract....
Financial planning
Greg Sullivan, the keynote presenter at the CFP Conference in Hobart suggested that putting process around what planners do well is a major imperative for planners (Money...
Financial planning
What do you think of the proposed Adviser Ratings System?...
Financial planning
A proposal for a separate non-practitioner Certified Financial Planner (CFP) mark has been de-feated by strong opposition from elements within the US financial planning i...
Financial planning
FINANCIAL PLANNERS Location: Professional financial planning practice, Perth Description: Financial planners with varied skills and areas of expertise required for innova...
Financial planning
Back in the early 1960s an enterprising student at Melbourne University struck a deal with some of his fellow students. Four years later, that student had his own accoun...
Financial planning
Q: Is you business ready for GST? After much confusion, deliberation and consultation we decided to tackle the GST on two levels, one for clients and the other for our bu...
Financial planning
The Labor Party will support the reforms outlined in CLERP 6 subject to a few amendments which will probably delay its introduction, says shadow minister for financial se...
Financial planning
After only four years of operation, Vision FPS (Vision) has sold to InvestorWeb for the princely sum of $15 million....
Financial planning
One of Australia's best known businesses also offers financial services and has a market brand and exposure unrivalled in the industry. Jason Spits looks at how the NRMA ...
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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...