CFP

Financial planning

Knowledge-intensive jobs are the biggest hiring trend as skilled, experienced, and educated financial planners are in short supply according to Hays....

image
Editorial

The CFP designation remains a potent marketing tool for the Financial Planning Association but will the Government's legislative amendments around ethics and education ma...

image
Life/Risk

The hard-line claims handling practices of insurers are doing more damage to the viability of group insurance than the involvement of lawyers, according to a leading plai...

image
Financial planning

The FPA’s CFP program enrolment rate jumped 200 per cent compared to previous enrolment numbers....

image
Financial planning

The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....

image
Financial planning

Higher standards is the mantra but have planners dragged the chain on lifting them? ...

image
Editorial

Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...

image
Financial planning

Inaugural Gwen Fletcher Memorial Award winner, Erin Shields, plans to continue along the path by the late ‘First Lady of financial planning’....

image
Life/Risk

Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. David Glen runs through the post-FOFA adviser ch...

image
Financial planning

The Senate Committee reviewing ASIC has lambasted ASIC and CommFP and signalled further quizzing of compensation arrangements....

image
Financial planning

FPA aims to grow members and boost consumer engagement with NAB Wealth executive hire....

image
Financial planning

Commonwealth Financial Planning whistleblower Jeffrey Morris claims ASIC failed to act to cover its own incompetence....

image
Financial planning

Financial planning industry veteran Gwen Fletcher passes away aged 94....

image
Financial planning

Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...

image
Financial planning

Certified financial planner (CFP) professionals are more productive, profitable, and reduce compliance risk compared to financial planners without certification. ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 9 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 10 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago