FINANCIAL PLANNING ASSOCIATION

Financial planning

As the call for professional standards echoes around Asia, various industry bodies are lining up for a piece of the action. Ben Abbott reports....

Financial planning

An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...

Financial planning

The Financial Planning Association (FPA) has made significant changes to its Certified Financial Planner (CFP) education program, allowing individuals with existing quali...

Financial planning

Financial services education provider, IntegraTec, has released the latest in its series of financial planning training courses, calling for a greater concentration on co...

Financial planning

The Australian Securities and Investments Commissions (ASIC) will act against individual firms named in a damning report released this week on the quality of financial pl...

Financial planning

The Financial Planning Association has heard all the criticisms levelled at the industry, and Allan Crompton says the focus has always been on higher standards....

Financial planning

At the conclusion of last year Money Management ran a number of articles regarding the vexed issue of commission disclosure which were promptly met by a number of respons...

Financial planning

Victorian financial planner Robert Kiddell has won the Money Management Financial Planner of the Year award for 2002 after beating a field of well known financial planner...

Financial planning

Leading agribusiness group Great Southern Plantations has taken out a special professional indemnity (PI) insurance policy to cover financial planners wanting to recommen...

Financial planning

FINANCIAL planners will now be able to gain industry standard education without the need to complete the Financial Planning Association’s (FPA) Diploma of Financial Plann...

Financial planning

Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....

Financial planning

Financial planning fees and commission have been the subject of much discussion over the years and they are once again back on the agenda....

Financial planning

Choosing the most influential people in the financial services industry is a task fraught with difficulty....

Financial planning

Financial services education has been a hot topic throughout this year but the issue is about to get even hotter due to a decision made by National Finance Industry Train...

Financial planning

Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago