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| | ... the industry. Legacy providers have been replaced by product style platforms who have lost their focus on the financial planner," Whelan said. "At DASH, we see ourselves as a technology partner, rather than a product which platforms have now morphed ... |
| | | Lawyer Michelle Levy's appointment in overseeing the Quality of Advice Review has received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called ... |
| | | ... providing client advice and removing financial stress from peoples' lives, which was a key motivation to become a financial planner," she said. "Having lived in multiple countries, a certification that is recognised worldwide is really important to me. ... |
| | | Heavy-handed regulations puts financial advisers at significant risk of breaching the law, according to the Financial Planning Association of Australia, which is urging the government to strip out layers of complexity in the latest round of reforms. ... |
| | | Australian Certified Financial Planners added 164 professionals to the fold last year, taking the total to nearly 5000. The Financial Planning Association of Australia, which is the certification body for the CFP designation in the country, recorded ... |
| | | Two long-awaited reforms, the Retirement Income Covenant and Corporate Collective Investment Vehicle regime, passed parliament yesterday. Superannuation funds will have to provide a retirement income strategy for members to assist them in their later ... |
| | | The Financial Planning Association of Australia said it does not agree with the proposed changes to the experience pathway, claiming it would undermine the road to professionalism. Newly appointed chief executive Sarah Abood criticised the federal government's ... |
| | | ... commerce (majoring in financial planning) and law (majoring in enterprise governance). He also holds the Certified Financial Planner (CFP) designation and has been a director and responsible manager for several financial services licensees. |
| | | The professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 ... |
| | | ... adviser does not have a degree," Fox said. She pointed out that working in markets is different from being a financial planner, which means the educational focus on financial planning degrees excludes much-needed expertise. "In stockbroking, there are ... |
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