Industry

The future of advice

The financial advice and wealth management industry's best known thought leaders pull out their crystal balls and give their views on where the future of advice in Australia is heading.
On Practice

Time to control the controllable

Given the current dislocation in the industry, there’s no better time to look at the most successful advice practices around the world and focus on the controllable factors.
Investment

The tech IPO boom has turned into a tech bubble

Just because there’s more money chasing a limited number of opportunities, which inevitably drives up prices, this doesn’t change the underlying intrinsic value of a company, Roger Montgomery writes.
Featured Homepage Posts

Trust, confusion and disclosure: Kitces on US advice today

Tahn Sharpe sits down with influential adviser Michael Kitces to discuss the US retirement landscape, different approaches to advice regulation and the ‘god-given right to be an idiot’.
Industry
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Industry

In Brief

Trading activity in real estate investment trusts has spiked in recent months.
Industry

Majority support grandfathered commissions ban: poll

Advisers are far from forming a consolidated view on the banning of legacy commissions, but an online poll reveals 65 per cent either agree with the 2021 cut-off date or want to bring it forward.
Industry

Women in Super urges Canberra to act

Women in Super is urging the future government to deal with the critical issue of improving women's retirement outcomes.
Investment
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Investment

Resilient growth opportunities in global equities

Pockets of growth and respite from investment risk can be found in opportunities within individual companies for intrepid investors despite the macro themes.
Investment

Fund manager flips the script on advisers

The head of the AUD$800 billion Dimensional Fund Advisors explains why they won’t just sell to anyone; advisers must attend education seminars and go through a vetting process before buying.
Investment

A ‘Sputnik Moment’ with China?

Stephen Kotkin, Professor in History and International Affairs at Princeton University discussed the changing nature of the complex relationship between the US and China at Conexus's recent Fiduciary Investors Symposium.
Education
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Education

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.
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.
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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