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Financial planning
“Do you have a business plan? How often do you revisit it?”...
Financial planning
US financial planners are locked in battle with the Certified Financial Planning (CFP) board of standards over changes to the CFP designation....
Financial planning
Since its launch in 1992, the Certified Financial Planner (CFP) designation has been setting the standard in professional and educational requirements for the financial p...
Financial planning
"While I have had no experience with it, I feel that the negatives would outweigh the positives. Some clients may feel more secure because they feel that their adviser is...
Financial planning
Regulation is a tricky balancing act for our financial services watchdogs. Tom Collins puts the case for less proscription on the latest batch of proposals from ASIC....
Financial planning
Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...
Financial planning
I have agonised over writing this particular column. I was a foundation member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) de...
Financial planning
"We do not use paraplanners. Having already invested quite a deal of capital into training, software and systems we are reluctant to utilise the services of paraplanners....
Financial planning
The Certified Financial Planner (CFP) designation could gain a fur-ther stronghold in Australia under measures to be considered by the Financial Planning Association (FPA...
Financial planning
Respected financial planner Ray Griffin has been named as the next chairman of the Financial Planning Association....
Financial planning
Proposals to licence all New Zealand advisers has fallen on silent ears at the country's leading associations, according to New Zealand First consultant, Roly Metge....
Financial planning
Recent articles in the pages of Money Management have helped to chronicle the monumental shifts that are shaping the future of the Australian financial services industry....
Financial planning
I read with interest Bill O'Sullivan & Debbie Thomson's letter to the editor (Money Management, May 27) and their experience in their dealing with both the FPA and the AS...
Financial planning
It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...
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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...
So we are now underwriting criminal scams?...