3 days ago · 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.

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 …

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 …

18 hours ago · Outgoing Minister for Financial Services Stephen Jones says his Labor colleagues are equally committed to legislating advice reform despite him unexpectedly announced his resignation from politics. Prime Minister Anthony Albanese is not expected to announce a successor after asking the polarising Jones to stay on until the election he is not contesting.

1 day ago · ASIC has a current surveillance underway assessing the quality of financial advice to establish SMSFs, which it announced a year ago at the SMSF National Conference in Brisbane. Last week, Professional Planner covered the long-running issue of unlicensed property spruikers engaging people to open an SMSF to invest into risky property investments as high-profile advisers called on the ...

Jan 10, 2025 · While the perceived freedom of self-licensing has benefits, the advantages of being part of a larger licensee will be foregone. This includes the bargaining power larger licensees have with third party providers, the cultural fits of responsible managers, transfer deed conditions when switching licensee, and the patience required to deal with a regulator.

3 days ago · With demand far outweighing supply, advice practice M&A is still a hot market for sellers. But despite seeing strong demand, M&A experts caution that buyers have become much more sophisticated and know what they want and are often backed by overseas equity.

Jan 14, 2025 · Consultants to the financial advice industry believe technology will driv e profitability in 2025.. M anagement consultant firm Business Health owner Rod Bertino has three items on his 2025 to-do list for clients – insights, succession and innovation.. Rod Bertino. The company is busy collating data for its 10th Future Ready Report in late February which will provide benchmarks, ratios ...

The Australian Securities and Investments Commission will outline its regulatory enforcement and oversight priorities for 2025 as they pertain to the financial advice profession, while touching on issues including breach reporting, managed accounts, self-managed super fund advice and the extension of Your Future Your Super to choice products.

Nov 29, 2024 · EWL managing partner Craig Emanuel and Colonial First State group executive for distribution Bryce Quirk join Professional Planner editor Chris Dastoor to discuss how to build a successful advice practice from the ground up and the qualities a good adviser needs.. EWL opened its doors four years ago, but the foundations were set over 30 years.