CFP

Financial planning

The advertising campaign proposed by the Financial Planning Association (FPA) will cost up to $15 million over five years....

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Financial planning

A Victorian planner has queried the new cost structures surrounding the restructured professional FPA....

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Editorial

As the debate surrounding tertiary education for financial planners moves from whether it should be compulsory to what degree should count, Ashleigh McIntyre writes that ...

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Financial planning

BT Financial Group general manager of advice, Mark Spiers, has canvassed the concepts of an adviser register and industry-wide standardised compliance audit procedures as...

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Editorial

The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...

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Financial planning

Commonwealth Financial Planning agrees with ASIC to enter into compensation program following inappropriate advice by an adviser....

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Financial planning

Centric Wealth has released its own professional standards of best practice, which have received the endorsement of the Financial Planning Association (FPA)....

Financial planning

The FPA board election process opens today with 23 candidates lining up for the three available independent positions....

Editorial

To be recognised as true professionals, financial planners need the equivalent of a degree qualification. The FPA's Certified Financial Planner designation is not enough,...

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Financial planning

Figures reveal membership take-up of the Financial Planning Association's Certified Financial Planner designation has plateaued since 2001....

Financial planning

While many would agree the current educational requirements for entry into financial planning are inadequate, there is little common ground on how to resolve the issue, w...

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Financial planning

The Financial Planning Association has sent a clear signal that it sees no problem with the Certified Financial Planner designation remaining inextricably linked to membe...

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Financial planning

The make-up of the board of the Financial Planning Association (FPA) is not adequately representative of practising financial planners, according to recently resigned FPA...

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Financial planning

The Financial Services Institute of Australasia (Finsia) has launched a new professional designation for the financial services industry, one that could test the relevanc...

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People & Products

The FPA's newly appointed chief executive, Mark Rantall, is a strong believer in the value of financial advice....

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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. ...

5 days 20 hours 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 11 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago