CERTIFIED FINANCIAL PLANNER

People & Products

The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....

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Financial planning

The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...

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Financial planning

Griffith University has secured accreditation from the Financial Planning Education Council (FPEC) for its financial planning program....

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Financial planning

Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...

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Financial planning

ASIC ordered AAA planners to be covered by the dealer group’s PI insurance policy until 29 January, 2014....

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Financial planning

The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....

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Financial planning

As the Financial Planning Association (FPA) opens enrolments for its 2013 Certified Financial Planner (CFP) program, chief executive Mark Rantall says the year ahead look...

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Financial planning

The global number of Certified Financial Planners (CFPs) grew by more than 8000 over the past 12 months to end 2012 at 139,818, according to the Financial Planning Standa...

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Editorial

2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...

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Financial planning

New platform launched to challenge planners in retail advice market....

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Editorial

Mike Taylor writes that legally enshrining the term ‘financial planner/adviser’ is a necessary step towards creating a barrier to an industry being tarnished by spivs and...

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Financial planning

The FPA rewards its top financial planners with the announcement of the 2012 Best Practice Award winners in Melbourne....

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Financial planning

After recording a budget deficit of more than half a million dollars in 2010/11, the FPA has emerged into the black in the last financial year, according to its annual re...

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Financial planning

AMP's Steve Helmich explains what it means to be a professional financial planner and the value of professionalism for planners and their clients....

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Financial planning

AMP's Horizons Academy has linked with the University of New South Wales, allowing graduates to use credits towards financial planning degrees that are then linked to the...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 1 hour ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 15 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

19 hours 40 minutes ago