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Financial planning
“Hello, Nick Bruining speaking.”...
Financial planning
America's two top financial planning associations have announced plans to merge....
Financial planning
The Certified Financial Planner (CFP) designation will become as well recognised as the Certified Practising Accountant (CPA) within ten years, according to a visiting CF...
Financial planning
Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...
Financial planning
The FPA says it has been overwhelmed with the response to its new CFP profes-sional education program. The course, which has attracted 150 enrolments for the first semest...
Financial planning
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
Financial planning
I have agonised over writing this particular column. I was a founda-tion member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) d...
Financial planning
1. Name: Norm Whyte 2. Job title: Proper authority holder 3. Dealer group: Professional Investment Services ...
Financial planning
Talks between Australia's two peak accounting bodies and the Financial Planning Association (FPA) have failed to establish a single designation for the provision of finan...
Financial planning
Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...
Financial planning
At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...
Financial planning
The financial services industry breathed a collective sigh of relief following the the announcement by Treasurer Peter Costello that the government will take Ralph Review...
Funds management
A review of real estate agents providing investment advice in regard to property is being sought through an FPA submission to the Australian Securities & Investments Comm...
Financial planning
The unpopular Life Insurance Conduct and Disclosure (LICD) Bill has been scrapped by the Federal Government....
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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...