Featured Homepage Posts

Time to stop the financial literacy lip-service

Financial literacy has in many cases become a hollow promise which has been perpetuated by marketing departments of institutions and it’s time for education providers to lift their game.
Professional Standards

The speed of reform: through the client lens

The desired pace of change in the wealth management and advice industry differs dramatically between professionals and their clients, new research shows.
Retirement Conference 2019

Merge Bills and kill two birds with one stone: Cooper

The way forward for Australia’s superannuation system is to combine two key pieces of legislation according to Challenger’s chair of retirement income, Jeremy Cooper.
Retirement

Landscape of the 100-year life

Artist Guy Warren's 98 years have been remarkable, but he's just an extreme example of widespread demographic and employment trends that challenge Australia's retirement system.
Industry
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Industry

Data to underpin the advice proposition

An actuary from consultancy firm Milliman believes data is the key to helping advisers get to know the real goals of their clients. Tahn Sharpe writes.
Industry

Advice specialisation ‘inevitable’: FPA

The advice industry will specialise into areas like post-retirement and even divorce, FPA chief executive Dante De Gori said on a panel to open the Conexus Financial Retirement conference.
Industry

‘Writing was on the wall for us’: Hartzer

The Westpac chief executive, flanked by BTFG head Bradley Cooper, confessed that the move to unload its aligned dealer groups has been underway for “a number of years”.
Investment
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Investment

Investment firms in CFA gender diversity experiment

The CFA Institute will work with 30 asset owners and managers as “experimental partners”, implementing diversity and inclusion action plans in their businesses.
Investment

Short-term investing is ‘nonsense’: Tagliaferro

The IML founder sounded off on short-term ‘quant funds’, saying the mathematics don’t add up. For the savvy investor, however, the practice presents opportunities.
Investment

Successful investing means imagining everything that can go wrong

Assessing risk in stocks works much better with a methodology that uses a temporal perspective, Tassos Stassopoulos says. Imagine you have already failed, and ask yourself why.
Education
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Education

HNW clients think just like us: UK academic

Herman Brodie is conducting a study on whether the big five personality traits are as common in wealthy people as they are to the rest of us. He hopes – and suspects – the answer is yes.
Education

CFP review delayed, not immediate focus

The FPA is weighing up how it can reshape the CFP designation after being blindsided by FASEA, but the review the association announced in December is on hold, for now.
Education

ClearView enlists freewheeling academic

The major licensee has reacted to adviser requests for client engagement tools by recruiting an expert from Griffith University who specialises in systematising adviser/client relationships.
Final Word
February 2019
Dixon, who is already in withdrawal, wonders where to direct his attention after the Royal Commission show ends its dramatic run.
January 2019
Attend a Professional Planner Event
June 3, 2019 - June 4, 2019

Licensee Summit

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 30, 2019

Best Practice Forum

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.

August 1, 2019

Best Practice Forum

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.

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