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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.
Financial planners with the right business model, placing strong relationships with clients at the centre, can breathe easily in the face of any threat posed by robo-advice.
The Commonwealth Bank has announced wealth management group executive Annabel Spring is leaving the bank and its beleaguered life insurance business CommInsure will be sold to AIA.
Plenty can happen in 10 years and, in the case of the financial advice industry, it almost certainly will. Here’s a sneak peek at where the sector will probably be in 2027.
For one Adelaide-based firm, distancing itself from the perfect storm playing out in institutionally controlled advice meant restructuring its entire business.
Financial advisers set to become the new fund managers 4,257 views 
Reflection: What can be salvaged from CPA Advice wreck? 1,800 views 
Certification mark for financial planners a first in the field 1,768 views 
The advice clients will pay for in the future 1,200 views 
Business is super with the DIY crowd 1,000 views 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.
