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Latest News

Chair of life insurance working group confirms submissions will be confidential

5:45am The independent chair of the Life Insurance Advice Working Group’s (LIAWG) report into life insurance, John Trowbridge, has confirmed that…

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

5:30am In 2014 Professional Planner published more than 1500 online articles, on issues and subjects that affect individual professional financial planners,…

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Best Practice

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Talk of mass adviser flight to independence is an exaggeration, says licensee head

There is no mass exodus of financial planners from institutionally owned Australian Financial Services licensees to non-aligned and independent channels,…

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Investment

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Six implications for advisers from Murray’s approach to behavioural biases

Search for “behavioural bias” in Murray’s Financial System Inquiry (FSI) Final Report and you’ll find 20 references. Why? Because according…

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News

Calendar-2014

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

ABC_WEB

The ABC of setting up a self managed super fund

Whether it’s naming the super fund, or naming the corporate trustee, Bryce Figot advises clients to keep things simple –…

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Latest News

Chair of life insurance working group confirms submissions will be confidential

The independent chair of the Life Insurance Advice Working Group’s (LIAWG) report into life insurance, John Trowbridge, has confirmed that…

||||| Like It 0 I Like It! |||||
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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,…

||||| Like It 0 I Like It! |||||
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Merry Christmas from Professional Planner - we will return in early 2015

Professional Planner is taking a break over the Christmas and New Year period. Our offices will be closed from COB…

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What, who and when? The white elephant in the opt-in requirement

It’s nearly twelve months since the Government proposed to streamline the Future of Financial Advice (FoFA) changes, including a proposal…

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Niki Beattie appointed to the IRESS Board

11:59am IRESS is pleased to announce the appointment of Niki Beattie to the IRESS Board.…
18/12/2014

Synchron responds to LIAWG Interim Report

6:20pm Synchron Director, Don Trapnell says the findings of the interim report for the …
17/12/2014

ASIC cancels Protect Ensure’s AFS licence

2:41pm ASIC has cancelled the Australian financial services (AFS) licence of Protect En…

CoreData: Super TV ads fail to excite members

11:45am Despite Australian superannuation funds focusing large proportions of their mark…

New marketing alliance delivers more free leads to financial advisers, mortgage brokers and accountants

10:37am Wealth Know How, Australia’s fastest growing provider of independent financial…

Super Fund Performance to November 2014: Another positive year despite patchy global economy

9:55am After exceptional returns of 12.8 per cent in 2012 and 17.2 per cent in 2013, su…

Magazine

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Dec 2014 - Jan 2015

Content from the December 2014 - January 2015 edition of Professional Planner

Best Practice

flightWEB

Talk of mass adviser flight to independence is an exaggeration, says licensee head

There is no mass exodus of financial planners from institutionally owned Australian Financial Services licensees to non-aligned and independent channels,…

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Investment

Thinking_Head 04-01a exp

Six implications for advisers from Murray’s approach to behavioural biases

Search for “behavioural bias” in Murray’s Financial System Inquiry (FSI) Final Report and you’ll find 20 references. Why? Because according…

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News

Calendar-2014

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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Regulation

Pig

Common sense in the FoFA saga - but expect normal service to resume in 2015

It’s good to end the year on something resembling a bright note. With just two days to go until most…

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Superannuation

ABC_WEB

The ABC of setting up a self managed super fund

Whether it’s naming the super fund, or naming the corporate trustee, Bryce Figot advises clients to keep things simple –…

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Technology

lightglobeWEB

Dealer groups urged to embrace innovation in new post-FoFA environment

Financial planning practices are demanding greater freedom of choice in the service providers they use, according to the director of…

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