FPSB
Financial planning
Formalising its arrangement to bring international advisers to Australia, the FAAA has signed an international memorandum of understanding with FPSB India. ...
Financial planning
A global survey launched on World Financial Planning Day has examined the impact of advice across quality of life, financial confidence, financial satisfaction and experi...
People & Products
Dante De Gori, former chief executive of the Financial Planning Association of Australia, has been appointed as chief executive of the global Financial Planning Standards...
Financial planning
This week marks the annual Financial Planning Week, a collaboration between global financial planning organisations and a chance for advisers to highlight the benefits of...
People & Products
The Financial Planning Standards Board has announced chief executive, Noel Maye, will step down from his leadership position on 31 December....
People & Products
Former chief executive of the Financial Planning Association of Australia, Dante De Gori, has taken up a new position. ...
People & Products
Phil Creswell has been appointed head of professional standards by Count Financial....
Financial planning
2018 was another year of growth for planners holding the Certified Financial Planner designation with a 3.3 per cent global rise in the number, according to the Financial...
Never miss the latest news and developments in wealth management industry
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...