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Latest News

A buyers’ guide to managed accounts: a starting point for your search

5:30am

Anyone who has bought a car – or more precisely, had to keep the family happy while also buying a…

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News

What did we read in 2014?
The Professional Planner Top 40



In 2014 Professional Planner published more than 1500 online articles, on issues and subjects that affect individual professional financial planners,…

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Magazine

For love and money: advice strategies for new couples



Many people make a promise to share a life together – for richer or poorer. But all too often a…

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Latest News

'Secret' submissions, short deadline undermine the life insurance working group inquiry

The short timeframe for submissions to the Life Insurance and Advice Working Group (LIAWG) may limit the number of responses…

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A buyers’ guide to managed accounts: a starting point for your search

Anyone who has bought a car – or more precisely, had to keep the family happy while also buying a…

||||| Like It 0 I Like It! |||||
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For love and money: advice strategies for new couples

Many people make a promise to share a life together – for richer or poorer. But all too often a…

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What financial planners can learn from client disputes, even when FOS can't sort it out

In FOS Dispute 247048 a decision was handed down in favour of the financial services provider (FSP) on the basis…

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News

What did we read in 2014?
The Professional Planner Top 40



In 2014 Professional Planner published more than 1500 online articles, on issues and subjects that affect individual professional financial planners,…

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Superannuation

How to tackle aggressive insurance litigation



Lawyers who get involved in death and disablement claims tend to fall into two categories. The largest is where the…

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Technology

Does robo-advice spell the end of the human adviser?



Advisers who attended the 2014 AFA National Conference could be forgiven for thinking – where does my future lie? ‘Robo-Advice’…

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Have your say

Is being in an "approved" professional association an appropriate prerequisite for being on the ASIC register of financial planners?
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Have your say

Is being in an "approved" professional association an appropriate prerequisite for being on the ASIC register of financial planners?
Vote Now