CFP
Financial planning
Financial planning has continued its boom run, with the latest figures from the Financial Planning Association (FPA) suggesting the sector has grown 20 per cent in the pa...
Financial planning
About 30 FPA chapter chairs, from as far afield as Lismore, Cairns, Shepparton and Perth, converged on the FPA offices in Melbourne last week to discuss the latest develo...
Financial planning
Moves to bring financial planners under the Certified Financial Planner (CFP) designation have taken another step forward....
Funds management
ASIC has announced the second stage of its review of the regulations governing the financial advice activities of real estate agents. ...
Financial planning
The fallout from the lengthy, convoluted and occasionally acrimonious merger last year between New Zealand's two largest financial adviser bodies continues....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...