Professional Planner | Inspiring Advice
WEB2 days ago — Using advice as a force for good. It’s far from unusual for advice practices to aim to grow, but Via Financial Group co-founder Matthew Read sees growth as being more than just boosting revenue – it’s a matter of impacting the community. Chris Dastoor July 24, 2024. Professional Planner is the leading voice for financial planners where ...
Brace yourself, ‘super licensees’ are coming - Professional Planner
WEB1 day ago — It’s time to ditch the licensee moniker because it fails to capture the importance and value of the broad services and solutions they increasingly provide, AZ NGA’s Paul Barrett writes. The next generation of licensees will move from a defensively minded risk management mentality to an offensively minded position to help advice firms further their competitive edge.
Licensees should be taking leadership on AI - Professional Planner
WEB2 days ago — Licensees should be taking leadership on AI. Licensees should bear the responsibility of implementing artificial intelligence rather than advice businesses as they have better capabilities and more expertise. Thirdview owner Peter Foley tells Professional Planner “licensees are doing a better job than they ever have” and this should also ...
The past, present and future of managed accounts
WEB1 day ago — The pair discuss how managed accounts helped independent financial advisers express their own investment philosophies to clients, particularly without scale or having resources like chief investment officers. With the regulators adding more scrutiny in the growing space, Taylor and Potter also discuss how the implications of ASIC’s Report 779 ...
On Practice - Professional Planner
WEBSep 23, 2024 — Quantum computing makes trusted advice even more important. The emerging field of quantum computing will help financial advisers more accurately predict how long someone’s retirement savings will last and offer a pathway to delivering hyper-personalised financial advice. But for now, it’s still a technology still in its infancy.
Investment - Professional Planner
WEBSep 12, 2024 — Vanguard Australia has been fined $12.9 million for making misleading claims about the ESG screening for its Ethically Conscious Global Aggregate Bond fund. The judge in a case brought by ASIC noted that almost three-quarters of the securities in the fund by market value had not been researched or screened against ESG criteria.
When articulating value results in referrals - Professional Planner
WEB5 days ago — One of the biggest lessons learned in advice for Merideon Wealth Strategies managing director Mark Rattigan has been that articulating value to clients will mitigate any concerns about the cost of advice – so much so that justifying fee rises inadvertently boosted referrals because clients better understood the …
About Us - Professional Planner
WEBProfessional Planner is the leading publication for financial planners who are committed to raising the industry’s standards of behaviour and competence while striving to achieve professional status. As the industry moves towards adopting professional standards, spearheaded by the Financial Adviser Standards and Ethics Authority, Professional ...
New Website - Professional Planner
WEBProfessional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation.
Professionalism: Be careful what you wish for
WEBJun 7, 2021 — Professionalism: Be careful what you wish for. The advice industry should consider the unintended consequences that might arise if it becomes a recognised profession according to Hon. Justice Sarah Derrington, federal court judge and President of the Australian Law Reform Commission. Speaking to …