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Professional Planner is recognised as the leading monthly publication for in-depth features and analysis of key issues and events that affect you, your business and your profession.
Firms that take a big-picture approach use the resources freed up by a move to managed accounts to focus on the services that clients value most.
Advisers should use digital technology to engage Millennials now, with a view to overcoming trust issues and “harvesting” them later in life, the FSC Leaders Summit has heard.
There are five styles of clients and knowing what kind is in front of you can help generate value for you and the consumer, a panel at the FSC Leaders Summit heard.
The benefits to your business of managed accounts are not typically things clients value – but they can give you the resources to deliver what consumers want.
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.
