POWERED BY MOMENTUM MEDIA
CFP
Financial planning
AMPFS boss says the Financial Planning Association's control of CFP designation hands it an advantage....
Financial planning
The Financial Planning Association (FPA) appears to be suffering a problem with member engagement, according to new research released by Wealth Insights....
Financial planning
The Administrative Appeals Tribunal has affirmed ASIC's decision to ban former Commonwealth Financial Planning adviser Don Nguyen from providing financial services for se...
Financial planning
The financial planning industry may well be on the verge of a "golden age" in which planners finally get the recognition they deserve, says AMP's Steve Helmich....
Financial planning
With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...
Financial planning
As debate heats up over the Australian Securities and Investments Commission's (ASIC's) proposed educational guidelines for financial advisers, training providers argue t...
Financial planning
The number of students in Certified Financial Planner (CFP) aligned courses more than doubled in 2011 and the industry is now viewing graduate entrants more favourably, a...
Financial planning
The FPA has recorded a before tax deficit of $542,670 for the year ending 30 June 2011, according to the newly released annual report....
Financial planning
The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking from Commonwealth Financial Planning (CFP)....
Financial planning
The current FPA advertising campaign is already delivering improved website traffic and increased use of the online Find a Planner tool, according to the FPA....
Financial planning
The growing number of financial planners undertaking the Certified Financial Planning (CFP) accreditation will lift the standard of the advice industry as a whole, accord...
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Financial planning
AMP-owned dealer group Hillross Financial Services is looking to significantly grow its business both organically and inorganically, and will continue to target high-net-...
Financial planning
Gwen Fletcher AM has been awarded Money Management's inaugural Lifetime Achievement Award for her steadfast dedication and outstanding stewardship in developing and promo...
Financial planning
A former Commonwealth Financial Planning representative has been banned by ASIC for seven years for giving inappropriate advice and engaging in false or misleading conduc...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...