financial planning association

FINANCIAL PLANNING ASSOCIATION

Financial planning

FOFA uncertainty and industry consolidation takes its toll on financial services

The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....

Financial planning

CFP students more than double in 2011

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...

Financial planning

Investment platforms shift their focus

Investment platforms are shifting their focus away from consolidation towards developing and upgrading their products, particularly in relation to their technology infras...

Policy & Regulation

FOFA tranche contains unintended consequences

The Financial Services Council (FSC) warns FOFA tranche may restrict the ability of financial services companies to provide scalable financial advice....

Editorial

Lifting financial planning professionalism requires patience

The Financial Planning Association seems determined to “raise the bar” on professionalism in the financial planning industry, but as Mike Taylor reports, this might take ...

Financial planning

Financial Planner of the Year winner announced

Authorised representative of Shadforth Financial Services, Charles Badenach, has been named the 2011 Money Management Financial Planner of the Year....

Financial planning

Social media to kill negative financial planning perceptions

Financial planners must take advantage of social media to combat negative consumer perceptions about the industry and make Australians realise the value of advice, accord...

Financial planning

Charles Badenach named Financial Planner of the Year

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

Financial planning

Rob McGregor named Financial Planner of the Year runner-up

Rob McGregor scored the Money Management Financial Planner of the Year Award runner-up spot in what was a very close race to the top, writes Milana Pokrajac....

Financial planning

Financial Planner of the Year finalists

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

Financial planning

Money Management set to announce 2011 Financial Planner of the Year

Money Management has selected its 2011 Financial Planner of the Year and will announce the winner tomorrow at the Financial Planning Association national conference in Br...

Financial planning

ECB bond buyout could relieve Euro debt drama: Russell

An unconditional promise from the European Central Bank (ECB) to be the buyer of last resort for Italian bonds would provide reassurance to the market, according to Russe...