CFP

Financial planning

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

image
Financial planning

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

image
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 ...

image
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...

image
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...

image
Financial planning

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

image
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,...

image
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...

image
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...

image
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...

image
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...

image
People & Products

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 5 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 4 days ago