CFP
Financial planning
The number of people licensed to use the CFP designation in the United States has broken the 35,000 barrier and set a new record, according to the Certified Financial Pla...
Financial planning
Since its inception, the Financial Planning Association (FPA) has set about establishing financial planning as a distinct profession. Such distinction recognises that the...
Financial planning
The Institute of Chartered Accountants (ICAA) expects more than 3,000 of its members to take up its new financial planning specialisation within five years....
Financial planning
Each state does. Two ceremonies a year. 15 of September Wednesday - Brisbane. ...
Financial planning
“How do you determine a client's risk profile?”...
People & Products
Steve Blanche has departed AC&L to join MLC Adviser Solutions as the national sales manager, protection....
Financial planning
AMP Financial Planning is probably Australia's biggest dealer group with about 1280 plan-ners. Samantha Walker steps inside the juggernaut to see what makes it tick....
Financial planning
The Certified Financial Planner (CFP) Board of Standards in the United States has completely rescinded its decision to introduce a new entry level CFP standard for financ...
Financial planning
The 1999 Financial Planning Association (FPA) convention in Sydney is well on track to being the FPA’s most successful one yet....
Financial planning
Retired secretary of Perth-based RAC Superannuation Fund Kerry Davey always knew Bob Harris was coming to brief employees when he saw a diminutive figure toting a brand n...
Financial planning
The Financial Planning Association (FPA) has rolled out its first major advertising and public relations campaign, said to be worth up to $1 million, this week....
Superannuation
There has been a lot of talk about how financial planners can exploit the opportunities opening up in the changing world of superannuation. NSP Buck is one group actually...
Financial planning
“How deeply entrenched are soft dollar commissions in the financial services industry?”...
Financial planning
Is financial planning for most advisers an academic exercise? ...
Financial planning
Is financial planning for most advisers an academic exercise? ...
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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...