FINANCIAL PLANNING ASSOCIATION
Financial planning
Financial planners are increasingly the first point of contact for consumers seeking financial advice, according to the latest Financial Planning Association (FPA) survey...
Financial planning
Chartered Accountants will be able to continue using their CA designation even when they do not own their own practices, if proposed changes to the Institute of Chartered...
Financial planning
A number of high profile financial planning personalities have been cemented in the Financial Planning Association (FPA) almanacs for their efforts in building the 11,000...
Financial planning
Despite the growing professionalism of the financial planning community, advisers are continuing to fall foul of the law. Samantha Walker investigates the fall from grace...
Financial planning
Like all small business people, financial planners would like to broadcast their serv-ices across the rooftops. Sam Walker investigates whether anyone is really listening...
Financial planning
The number of people licensed to use the CFP designation in the United States has broken the 35,000 barrier and set a new record, according to the Certified Financial Pla...
Financial planning
This is supposed to be the information age, but no one has told the financial planning industry. This has to be the industry that has the least information available abou...
Financial planning
A new training and educational advisory body has been established by the Austra-lian Securities and Investments Commission (ASIC)....
Financial planning
Industry pundits believe that planning groups and fund managers could be set for a tough year in 2000, following 1999 buying revelry. Samantha Walker investigates just wh...
People & Products
AMP Financial Planning managing director Steve Helmich has been appointed to the Financial Planning Association’s (FPA) board to represent the large dealer groups....
Financial planning
The Financial Planning Association (FPA) has criticised proposals to include assets held in private trusts and private companies as part of the means test for the age pen...
Financial planning
The Financial Planning Association’s (FPA) complaints resolution scheme is to be rolled into the operations of its only competitor....
Financial planning
The Financial Planning Association’s (FPA) complaints resolution scheme will be rolled into the operations of its only competitor under a deal announced late yes-terday....
Financial planning
AMP Financial Planning managing director Steve Helmich has been appointed to the Financial Planning Association’s (FPA) board to rep-resent the large dealer groups....
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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...