If returns revert to the mean, retirees taking outsized pension payments will face some tough decisions, Jonathan Philpot says. If the market takes a significant, sustained dive the government may once again reduce minimum payments.
Tahn SharpeJanuary 22, 2020
Large swathes of consumers don’t believe that their insurer will pay up in the event of a life insurance claim, a new study from Metlife has found.
Tahn SharpeJanuary 21, 2020
Contrary to the narrative that advice businesses are being sold off in record numbers, acquisition specialists say the ones on the market aren’t always what buyers are looking for.
Tahn SharpeJanuary 13, 2020
FASEA’s response to industry consultation – quietly released on December 20 – still leaves advisers wondering whether incentives to provide business referrals are banned or not.
Tahn SharpeJanuary 7, 2020
If the voices of all stakeholders - clients included - don't come together in a public conversation, the professionalisation of the advice industry will continue to be derailed, Deloitte partner and former FASEA CEO Deen Sanders, has explained.
Matthew SmithDecember 18, 2019
June 1, 2020 - June 2, 2020
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
July 21, 2020
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 best practice.