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Financial planning
Financial planners are now the “dominant force” in the personal finance market, according to Financial Planning Association (FPA) chief executive Ken Breakspear....
Financial planning
It is now four years since George Flack won the Money Management Financial Planner of the Year. Jason Spits caught up with the high profile planner in a brief reprieve fr...
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
Have you qualified as a Certified Financial Planner (CFP)? Why/ why not?...
Financial planning
Ken Breakspear took up the top job at the Financial Planning Association (FPA) less than a month ago. But as most politicians know, the honeymoon period does not last lon...
Financial planning
Funds management has become the number one employment choice for investment professionals around the world, according to a UK-based financial recruitment specialist....
Financial planning
Ken Breakspear took up the top job at the Financial Planning Association (FPA) less than a month ago. But as most politicians know, the honeymoon period does not last lon...
Financial planning
Improving the image of financial planners in the eyes of Australian consumers will be the cornerstone to Ken Breakspear’s strategy for the Financial Planning Association....
Financial planning
Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...
Financial planning
While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...
Financial planning
Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...
Financial planning
A US association is planning another professional designation for financial planners but insists the new mark will not set out to compete with the Certified Financial Pla...
Financial planning
The financial services industry’s current obsession with star ratings opens up a can of worms for consumers and the industry....
Financial planning
A proposal for a separate non-practitioner Certified Financial Planner (CFP) mark has been de-feated by strong opposition from elements within the US financial planning i...
Financial planning
One of Australia's best known businesses also offers financial services and has a market brand and exposure unrivalled in the industry. Jason Spits looks at how the NRMA ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...