Professional Planner | Inspiring Advice
Dec 19, 2024 · The government’s Delivering Better Financial Outcomes reforms, Insignia’s leadership transition – and the end of the era for institutional ownership of advice licensees – the Compensation Scheme of Last Resort, and troubles with industry fund Cbus dominated the most popular stories published by Professional Planner this year.
Advisers lay out biggest risks for businesses in 2025
1 day ago · Legislative changes, emerging technology like AI, market movements, and dealing with client expectations will be among the biggest challenges in 2025, according to a group of advisers. Omura Wealth Advisers director of wealth management Terry Vogiatzis believes that managing client investment ...
About Us - Professional Planner
Professional 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 Planner …
Breaking free from the top end of town - Professional Planner
Sep 23, 2024 · AMP group executive for advice Matt Lawler and Rhombus Advisory CEO Darren Whereat join Conexus Financial editor-at-large Simon Hoyle to discuss the evolution of their licensees as both groups transition from institutional ownership to becoming standalone professional service partners, and how this benefits clients as well as their advisers.
What advisers want (from their licensees) - Professional Planner
Aug 20, 2024 · You can satisfy some advisers all of the time, and all advisers some of the time. But the latest CoreData research suggests Count has pulled off the feat of satisfying almost all of its advisers all of the time. It’s done this while integrating two acquisitions and managing three distinct communities of advisers under the one roof.
Brace yourself, 'super licensees' are coming - Professional Planner
Oct 4, 2024 · The government’s Delivering Better Financial Outcomes reforms, Insignia’s leadership transition – and the end of the era for institutional ownership of advice licensees – the Compensation Scheme of Last Resort, and troubles with industry fund Cbus dominated the most popular stories published by Professional Planner this year.
Little to fear about self-licensing if done for right reasons
Jun 24, 2024 · Licensee heads show little concern about advisers leaving to go the self-licensing route, if it’s for the right reasons and not to cut costs, the Professional Planner Licensee Summit heard.. Keith Cullen, chief executive of WT Financial Group which acquired Sentry Advice, Synchron, and Millenium3, said he could empathise with the decision by advisers to go down the self-licensing route.
Magazine - Professional Planner
May 4, 2020 · Professional 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.
Opinion - Professional Planner
Dec 17, 2024 · The government’s Delivering Better Financial Outcomes reforms, Insignia’s leadership transition – and the end of the era for institutional ownership of advice licensees – the Compensation Scheme of Last Resort, and troubles with industry fund Cbus dominated the most popular stories published by Professional Planner this year.
Retirement - Professional Planner
Nov 15, 2018 · Professional 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.