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Showing 111 - 120 of 214 results for "CFP"

FPA Congress begins amid FoFA unrest

ALICE URIBE | THURSDAY, 20 NOV 2014

... community and inspire each other to move from good to truly great." During the opening session, the Certified Financial Planner (CFP) of the year award was given to HPH Financial Planning Randall Stout. "The FPA awards recognise members who deliver qualified ...

Higher adviser education standards boost CFP demand

LAURA MILLAN | MONDAY, 10 NOV 2014

The demand for the Certified Financial Planner (CFP) certification program has increased by 100%, following the big institutions' initiative to increase the minimum education standards for financial advisers. The Financial Planning Association (FPA) ...

Winners of advice research grants revealed

STAFF WRITER | FRIDAY, 7 NOV 2014

The Financial Planning Education Council (FPEC) has awarded the 2015 FPEC academic research grants to academics from Deakin University and the University of Western Sydney (UWS). Recipients of the grants will be awarded $5,000 each to support the research ...

Singapore CPF tightens fee caps

ALEX DUNNIN | MONDAY, 20 OCT 2014

Singapore's Central Provident Fund (CFP) has imposed tighter caps on the fees product providers are permitted to charge members in the CPF Investment Scheme (CPFIS). The CPFIS is the section in the scheme where members with more than S$20,000 are allowed ...

Adviser Ratings website to launch paid options

LAURA MILLAN | THURSDAY, 16 OCT 2014

... available information and from the Rainmaker Information adviser database. Advisers who hold a Certified Financial Planning (CFP) qualification from the Financial Planning Association (FPA) are automatically rated as 'Gold Adviser' and advisers who do ...

BT launches 'ground-breaking' advice register

JAMES FERNYHOUGH | TUESDAY, 14 OCT 2014

... employed in the Westpac, St. George, Bank of Melbourne and Bank SA networks will have to hold a Certified Financial Planner (CFP), Fellow Chartered Financial Planner Practitioners (FChFP) or Masters of Financial Planning (MoFP). BT also launched 'Advice ...

CBA receives 4200 requests for advice review

JAMES FERNYHOUGH | MONDAY, 13 OCT 2014

Approximately 4,200 customers of Commonwealth Financial Planning (CFP) and Financial Wisdom have applied to have advice they received reviewed by the Commonwealth Bank's (CBA's) Open Advice Review program. This figure represents around 1% of customers ...

Adviser trust improves client outcomes

MARK SMITH | TUESDAY, 7 OCT 2014

... versus 13.4). Further, 58% have an undergraduate degree or masters degree and six in 10 hold the Certified Financial Planners (CFP) designation, two-fifths have a Diploma in Financial Services (DFP), 13% are Fellow Chartered Financial Practitioners (FChFP) ...

US insurance agency fined US$200,000

ALEX DUNNIN | THURSDAY, 2 OCT 2014

Highlighting how soft are the fines imposed on financial institutions by Australian regulators, in the US the aptly named Consumer Financial Protection Bureau (CFPB) has just ordered an insurance agency to pay US$200,000 for orchestrating illegal referrals. ...

HESTA appoints general manager of member advice

LAURA MILLAN | THURSDAY, 25 SEP 2014

... additional contributions to the fund and transferring to the HESTA Income Stream. Mulvihill has a Certified Financial Planner (CFP) designation and was previously a financial adviser at Industry Fund Services for over eight years.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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