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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.
The regulator’s new powers and focus have taken its oversight of the design and distribution of financial products to the next level.
Geoff Lloyd’s appointment as new chief executive at MLC has been greeted warmly and suggests an IPO is on the cards. To be successful, he’ll need to keep advisers in the fold.
Government-mandated open banking will empower new tools and lessen the value of data feeds in systems such as Xplan and Coin, one fintech executive says.
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.
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.
