FPA mandates degree entry for CFP in 2007WEDNESDAY, 30 JUL 2003 11:36AMThe Financial Planning Association (FPA) has announced that from 1 January 2007, all applicants its Certified Financial Planner (CFP) education program will have to hold a degree to be eligible... |
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Equip Super awards custody mandate
Equip Super has selected a new custodian and back-office administrator to replace NAB Asset Servicing.
SMSFs' use of advisers plummets: Research
The number of self-managed super funds (SMSFs) using advisers has reached a new low, with the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report.
Financial services firms concerned about attracting staff
New research from Robert Half suggests 74% of the finance industry is concerned about their ability to attract and retain staff.
ASIC issues experienced pathway guidance
ASIC has released new guidance for financial advisers who could potentially qualify as experienced providers and skip further education and training.
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Matt Gaden
HEAD OF AUSTRALIA
JANUS HENDERSON INVESTORS (AUSTRALIA) LIMITED
JANUS HENDERSON INVESTORS (AUSTRALIA) LIMITED
Helping investors traverse financial markets and build their wealth during the peaks and troughs is Janus Henderson Investors head of Australia Matt Gaden's game plan. He tells Karren Vergara why in this long game of investing, active management wins.
