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Amie advised Tina and her husband to set up an SMSF, but the relationship was cemented when the pair started sharing war stories about balancing the budget while raising kids.
Advisers with the most experience might also be the riskiest to employ in the eyes of wealth management firm owners, new research shows.
The standards authority released its draft exam parameters yesterday. Verante’s Liam Shorte thinks they might make a few advisers nervous, Tahn Sharpe writes.
As we move towards government-mandated open banking, advisers can’t afford to miss out on a tool that allows a personalised experience, an executive from one startup says.
The Australian financial planning industry is evolving and going through lots of change.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
