Merry Christmas and Happy New Year to all ‘Professional Planner’ readers

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As 2016 draws to a close and 2017 draws ever closer, we would like to take this opportunity to wish all of our readers a very Merry Christmas.

The Professional Planner office will be closed from December 22 to January 2 inclusive.

We’ll be opening the new year with a look back at the most-read stories of 2016, before resuming normal publication and looking ahead to the key themes and trends expected to shape the profession in 2017 and beyond.

We look forward to resuming the task of keeping all professional planners up to date with the issues that matter, as the industry continues its voyage towards becoming a recognised and trusted profession.

May your clients prosper, may your businesses flourish and may you enjoy a safe, happy and prosperous new year.

Bring on 2017!

Best wishes,
The team at
Professional Planner

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Morgan Stanley moves client subset off legacy platform to Netwealth

Morgan Stanley moves client subset off legacy platform to Netwealth

Morgan Stanley Wealth Management will move a subset of its clients off its legacy platform onto Netwealth, further aiding the platform provider’s expansion into the stockbroking and private wealth market. The deal comes as the fast-growing Netwealth plans to double in size over the next four years, despite regulatory issues caused by First Guardian in the past 12 months.

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