FINANCIAL PLANNERS
Financial planning
The Certified Financial Planner designation is about to undergo one of the biggest changes in its 23 year history. Stuart Engel reports on the struggle to wrestle the CFP...
Financial planning
Financial planners have different levels of needs and sophistication for their Web sites, according to The Hiser Group Victorian general manager Shane Morris....
Financial planning
The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....
Financial planning
Singapore’s financial planning industry has become one of the first in the South East Asian region to adopt a licensing regime for independent financial advisers (IFAs)....
Financial planning
Without doubt, the biggest news in the financial planning business over the past two years has been the rise and rise of the consolidators....
People & Products
Ian Heraud will replace Ray Griffin as principal member representative on the Financial Planning Association (FPA) board, when Griffin steps down as chairman next month....
People & Products
Why would one of Australia’s most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...
Financial planning
Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators....
Financial planning
Why would one of Australia's most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...
Financial planning
The financial planning industry has become one of Australia’s most sought after industries for employment, according to the latest Morgan & Banks job index....
Financial planning
The best way to find new planners is to look for young people who are well qualified and part the way through a CFP designation. ...
Financial planning
If we think back to 1988, a person could obtain an authorised representative’s licence through attending two days of in-house training. ...
Life/Risk
Financial planning groups are lining up to launch their own risk insurance master trusts. ...
Financial planning
Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators. ...
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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...