Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 24 results for "Financial Planning Standards Board"

Countplus appoints new CEO

ALEX BURKE  |  FRIDAY, 24 FEB 2017
... firm. As well as chairing the FPA for four years, Rowe was an Australian representative at the Financial Planning Standards Board in the US, a business banking manager at NAB and a corporate finance analyst at Westpac. "Countplus welcomes the known and ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... enhance services rather than seeing it as threat to their livelihood. The new report from the Financial Planning Standards Board (FPSB) aims to start a global conversation around the implications of fintech and automated advice for the delivery of holistic ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... from a professional. The survey was conducted by global research firm GfK on behalf of the Financial Planning Standards Board (FPSB) and in conjunction with the Financial Planning Association (FPA). It found that Australians rely less on planners and ...

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... within AMP, but across the industry," he added. Helmich will continue to chair the International Financial Planning Standards Board (FPSB) and is also Chair of Future2, the FPA Foundation.

Robo advice questions still unanswered

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... that the advice profession is very well established here in Australia. "IOSCO - of which the Financial Planning Standards Board [and ASIC] is an affiliate member - recently analysed the impact of automatic financial advice and the regulatory challenges," ...

Certified financial planners report higher profitability

LAURA MILLAN  |  FRIDAY, 14 FEB 2014
... study was conducted by independent researchers Comparator and the results were released by the Financial Planning Standards Board (FPSB), owner of the international CFPA(R) Certification Program. The study surveyed 92 financial services firms in 12 territories ...

Advisers need to overcome financial planning stigma

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
... financial planner, but they don't have confidence in financial planning as a general concept. The Financial Planning Standards Board (FSPB) United States chief executive Noel Maye said yesterday that "people trust their financial adviser, but they don't ...

CFP ranks to top 150,000 in 2013

MARK STORY  |  TUESDAY, 29 JAN 2013
The Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner certification program, reported that the global number of CFP professionals jumped from 139,818 at year-end 2011 to 147,822 12 months later. At the ...

Wealthy clients need consumer protections too: FPSB

ALEX DUNNIN  |  WEDNESDAY, 6 JUN 2012
... simplistic distinctions between retail and wholesale clients, warns the global interest group the Financial Planning Standards Board. The Financial Planning Standards Board (FPSB) is the owner of the Certified Financial Planner certification. They were ...

Planner associations at different stages globally

ELISE BURGESS  |  TUESDAY, 12 OCT 2010
... topic as to the role an association should play. All FPAs are members of the global body called Financial Planning Standards Board (FPSB), which includes Australia, Brazil, Taiwan, India, China and France among others. The FPSB sets standards at an international ...