Estate Planning

Help clients avoid the executor trap

Clients are often reluctant to say no to the executor role, but taking it on without the right skills can lead to serious financial liability. Renouncing the job can be tricky, too.
Tahn SharpeJuly 17, 2019
On Practice

Business planning has taken a back seat: Business Health

Licensees and product providers could play an important part in helping advice practices prioritise essential business planning again, according to Terry Bell.
Matthew SmithJuly 17, 2019
Advice

The ‘typical’ financial planner – now and then

The FPA’s Dante De Gori used a media event in Melbourne to reveal consolidated data on what the average financial adviser looks like today, as well as what they might look like in 2030.
Tahn SharpeJuly 16, 2019
Industry

Viridian’s expansion – by the numbers

Viridian CEO Glenn Calder addresses scale, incentives and rumours he’s dressing the business up for sale in a sit down interview with Professional Planner.
Tahn SharpeJuly 15, 2019
Top Comments

“The industry needs a “practical, common sense policy and legislation” lens however, it doesn’t seem to go so well in the political world...”

Kym Bailey

Political outsider named new financial services minister

27 May 2019

“Insurance commission has funded much more than insurance advice. It has allowed advisers to service their clients demands...”

Jossel Ginsburg

Synchron head flew to UK to uncover real commissions story

23 May 2019

“This is not an exam of product knowledge. It will be the application of an adviser in situations where conflict can occur...”

Greg Sierocinski

Advisers ‘unprepared’ for FASEA aged care questions

21 May 2019

Industry
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Industry

Sentry and Matrix win top ‘licensee of the year’ awards

Licensee of the year awards were presented by researcher CoreData at a low-key presentation ceremony in Sydney’s CBD in front of a handful of industry peers.
Matthew SmithJuly 16, 2019
Industry

Count Financial valued at $40m as Rowe prepares for shareholder vote

Analysts – and a 50 per cent share price spike – indicate the $2.5 million purchase is a savvy one for CountPlus, but the real test will come when the CEO pitches the deal to shareholders.
Tahn SharpeJuly 11, 2019
Industry

Hub24’s Alcock on ‘next iteration’ of advice

Managed portfolios and separately managed accounts are among the structures more advisers are exploring as they increasingly group together and share services.
Matthew SmithJuly 10, 2019
Investment
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Investment

Modern slavery campaigners turn to financial services

Institutional investors are increasingly worried about investing in businesses that exploit slave work forces through their supply chains.
Elizabeth FryJune 26, 2019
Investment

Where risk lives in the local market

WAAAX stocks – Wisetech, Afterpay, Altium, Appen and Xero – have attracted capital rapidly and could present the most risk to unwitting investors.
Roger MontgomeryJune 25, 2019
Investment

Lack of bond bears speaks volumes on rates

PIMCO’s Robert Mead hasn’t seen such a dearth of bond contrarians in a quarter century as a bond manager, a phenomenon he describes as “quite disconcerting”.
Tahn SharpeJune 24, 2019
Education
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Education

Advisers tracking at ’60 to 70pc’ on practice exam: Kaplan

The education provider says advisers are doing better at multiple choice than written response questions in its practice exam, which was gifted to the industry by BT.
Tahn SharpeJuly 5, 2019
Education

The face of FASEA’s next generation

Meet Harry, a 24-year old working his way up to be an adviser in FASEA’s new world. At the halfway point in his professional year, he acknowledges that experience is everything.
Tahn SharpeJune 27, 2019
Education

Code monitoring a ‘good thing’: FPA

The FPA’s CEO lauded the proposed code monitoring arrangement for its ability to bring all advisers under the same ethical standard. ‘No one gets to choose not to be involved’, he said.
Tahn SharpeJune 6, 2019
Contributors
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Consumers take a shine to self-licensed advisers
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July 30, 2019

Best Practice Forum

SUITABLE FOR: Financial planning practice owners and principals.

The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning.

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August 1, 2019

Best Practice Forum

SUITABLE FOR: Financial planning practice owners and principals.

The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning.

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December 4, 2019

Researcher Forum

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.

The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

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