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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‘Permanent capital’ behind Ironbark’s choice of Merchant in $256m deal

‘Permanent capital’ behind Ironbark’s choice of Merchant in $256m deal

Merchant Wealth Partners’ $255.9 million investment in Ironbark Financial Group – its biggest investment in a wealth management business outside its US home market – underlines the rude health of the Australian financial advice sector. Ironbark executive chair Chris Larsen says the investment will power the local firm’s acquisition, technology and AI strategy.

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