Featured content
Industry
‘We will push back’: Consumer group ups ante against QAR
Opinion1
What the Optus outage can teach financial advisers
Analysis
Fresh political probe a chance for super sector’s new leaders
Regulation
TPB reporting regime passed but advisers in the dark
Opinion
Converging cultures and a new congress
Regulation1
Jones calls on licensees, product providers to embrace reforms
“For those of us who already knew when to use an ROA, the ASIC guidance is of no benefit. It does nothing to reduce the regulatory burden or the cost of advice. What I was hoping to see from ASIC was action to reduce the actual regulatory burden.”

David Smith
Principal adviser, Frost Financial Planning in Winnellie, NT
“It’s been both pleasure and privilege to have been able to count Ray as a colleague and friend for 31 of those 51 years. A more upstanding and honourable member of the advice community I have not met. The industry will be diminished by your well-deserved retirement, Ray. I’ll have a Pinot Gris in your honour, mate.”

Wayne Leggett
Adviser at Paramaount Wealth Management in Leederville, WA
Licensees
WT Financial Group picks up Millennium3 for $2m
Licensees
COG pulls Diverger offer after lack of shareholder support
Advice
Impartiality or sales pitch: Asset-based fees under scrutiny
Industry
Advice fee deductibility draft determination due ‘any day now’
Industry
Elixir Consulting and VBP join forces ahead of AI disruption
Investment
‘Renewable energy superpower’ dream could become reality, says environment minister
5 December, 2023
Researcher Forum
The event is designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
For content about the previous event, please visit our publication website.
19 February, 2024
Advice Practitioner Summit
The Professional Planner | Financial Planning Association Advice Practitioner Summit taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
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For content about the previous event, please visit our publication website.