CERTIFIED FINANCIAL PLANNER

Editorial

With Baby Boomers starting to enter retirement, there is a growing realisation that retirement incomes products are insufficient and in need of an overhaul....

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Editorial

The financial planning industry is a diverse organism not well understood by the media and other industry outsiders and advisers need to remember this....

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Financial planning

The Financial Planning Association has reported record enrolments for this year's Certified Financial Planner program which saw the increase of nearly 65 per cent from la...

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Financial planning

AMPFS boss says the Financial Planning Association's control of CFP designation hands it an advantage....

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Financial planning

Participants in the Financial Planning Association's shadow shopper workshops have called for better clarity from the regulator, as ASIC commissioner Peter Kell elaborate...

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Financial planning

The Financial Planning Association and Financial Planning Education Council have released for consultation a national financial planning curriculum that also calls for a ...

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Editorial

In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...

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Financial planning

The Financial Planning Association (FPA) appears to be suffering a problem with member engagement, according to new research released by Wealth Insights....

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Financial planning

The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...

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Financial planning

As debate heats up over the Australian Securities and Investments Commission's (ASIC's) proposed educational guidelines for financial advisers, training providers argue t...

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Financial planning

The number of students in Certified Financial Planner (CFP) aligned courses more than doubled in 2011 and the industry is now viewing graduate entrants more favourably, a...

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Policy & Regulation

Members of the Financial Planning Association are more prepared to meet the changes required by the Government's Future of Financial Advice changes....

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Financial planning

Commitment to financial literacy, strategic financial advice and client service has seen Charles Badenach crowned the 2011 Money Management Financial Planner of the Year....

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Financial planning

George Flack has continued to demonstrate his continued commitment to financial planning while William Johns is part of a new generation entering the profession....

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Financial planning

The FPA has recorded a before tax deficit of $542,670 for the year ending 30 June 2011, according to the newly released annual report....

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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 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 26 minutes ago