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FINANCIAL PLANNING ASSOCIATION
Financial planning
Is financial planning for most advisers an academic exercise? ...
Financial planning
US financial planners are locked in battle with the Certified Financial Planning (CFP) board of standards over changes to the CFP designation....
Financial planning
Accountants, often the first port of call for clients wanting finan-cial advice, are moving swiftly into financial planning. ...
Financial planning
With the Telstra II share offer just around the corner, it is worth contemplating the uneasy relationship between share trading and financial planning....
Financial planning
We were looking for backup services, plus the proper computer facilities to deal with our clients in terms of providing financial planning, investment and risk advice. In...
Financial planning
<B>Name: </B>Norm Whyte <B>Job title: </B>Proper authority holder<B> Dealer group: </B>Professional Investment Services<B> ...
Financial planning
Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...
Funds management
Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...
Financial planning
The Certified Financial Planner (CFP) designation could gain a fur-ther stronghold in Australia under measures to be considered by the Financial Planning Association (FPA...
Financial planning
Respected financial planner Ray Griffin has been named as the next chairman of the Financial Planning Association....
Financial planning
The Financial Planning Association (FPA) has called on the Federal Government to provide advisers with capital gains tax exemptions while the industry adjusts to the new ...
Financial planning
Forget FUM - it's the advisers that count Two consecutive but unrelated events last week have helped paint a far rosier picture for the future of distribution in this ind...
Financial planning
After reading the Under Siege article (<I>Money Management, April 1), </I>we were compelled to write and detail our dealings with both the Financial Planning Association...
Financial planning
The Investment & Financial Services Association (IFSA) has refuted claims that it is holding formal talks to merge its external complaints resolution scheme. However, Mon...
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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...