CFP

Financial planning

While GST awareness is high, action and implementation are low, spelling trouble for businesses from July 1. So says KPMG Consulting partner Mandy Holloway....

Financial planning

On just about any criteria, the Financial Planning Association (FPA) has been a very successful trade and professional association. In little over ten years, it has put f...

Financial planning

Advice Worth Taking Wrest Point, Hobart, Tasmania - 25-27 May, 2000 The Financial Planning Association's second CFP Conference opens in Hobart, Tas-mania at the newly up...

Financial planning

Often businesses approach the creation of their website to the tune of ‘lets just get something up there’, however this is not where the value lies, according to Pres-enc...

Financial planning

Fidelity Investments has fired the first salvo in a direct assault on Charles Schwab’s dominance of the adviser referral business, launching an initiative to link custome...

Financial planning

What does it take to be ethical in financial planning? Professor Stephen Cowan, who will be presenting at the CFP conference in Hobart, says it is all about ex-cellence. ...

Financial planning

Education is shaping up as one of the big financial planning issues over the next couple of years. But the debate has shifted. No longer do people argue over the benefits...

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Collins House Financial Services (CHFS) is the creation of one of Melbourne’s oldest stockbroking firms and one of Melbourne’s high-profile financial planners. As John W...

Financial planning

While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...

Financial planning

Greased curls, tight black jeans and night fever dance moves mix with cliched, Aussie 'wog' lines in Australia's latest foray into the world of film The Wog Boy. Box offi...

Financial planning

While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...

Financial planning

The Financial Planners and Insurance Advisers Association (FPIA) has launched a Web site in an attempt to lift the profile of the organisation....

Financial planning

Bendigo Investment Services is looking to build from Bendigo Bank’s grass roots base in the bush to a fully-fledged financial planning group. John Wilkinson explores the ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago