September 2017

Professional Planner celebrates its first decade

PP's 10th-birthday bash was a gathering of industry heavyweights. David Gonski, Peter Kell and Bernie Ripoll were among the bright lights who addressed the crowd.

Stories of a decade: Professional Planner, from birth to 2017

In continued celebration of Professional Planner's 10th birthday, please enjoy this collection of some of the most influential and engaging stories from our first decade.

Eyes firmly on the future

Professional Planner has pushed for change from the start. As the industry continues its transformation, PP will keep advancing the conversation. Thank you for making it possible.

Geopolitical risk giveth and taketh away

The biggest geopolitical risk facing investors is the spread of populism, but market dislocations could also result in buying opportunities, the IMCA Annual Conference has heard.

Wisdom of Wealth? It’s ‘disappointingly simple’

Christina Cabrera went into business to help others, including showing many women they’re much better with money than they think they are.

Divine data: What you know makes all the difference

Data is fast becoming the most critical part of the business. Make sure you have the systems in place to collect and use it wisely.

The human touch gives robo-advice threat the brush off

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.

Professionalism and pro bono go hand in hand

Providing professional services free of charge to individuals who need them – pro-bono work – is a hallmark of respected professions. Financial planning has taken the first steps.

CBA sells life insurance arm to AIA, says Annabel Spring to leave

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.

The next 10 years: Disrupted in a decade

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.

The client revisited: strength in numbers

For one Adelaide-based firm, distancing itself from the perfect storm playing out in institutionally controlled advice meant restructuring its entire business.

Julie Berry: Fear change but don’t fight it

Former FPA chair Julie Berry says the changes that will lead to professionalisation are inevitable and everyone needs to quit griping about them and adjust.

IMCA australia unveils new name, ditching lowercase ‘a’

The Australian arm of the global Investment Management Consultants Association IMCA is changing its name to the CIMA Society of Australia.

Clients working past 65 put age pension plans to the test

Centrelink’s rules for the age pension's income test can put seniors who are sole traders at a disadvantage. Changing such business structures is often worth the cost.

Conexus Superannuation Awards 2018: Enter now

Enter now for the Conexus Financial Superannuation Awards 2018. Winners will be chosen in 12 categories, including a prize for innovation and transformation.

Telstra the signal to put yield chasing on hold

The telecom company’s recent history proves the dangers of Australian investors’ preoccupation with dividends.

Make sure the online customer journey ends in the right place

It’s essential that your firm’s website provide a top-notch consumer experience. That means good design based on relevant content that engages.

The importance of advice hits home

When Tom Blinksell saw his parents avoid having their home repossessed with the help of a financial planner, he knew he’d found a career.

Freedom for data is freedom for all

Advisers of the future will have an obligation to liberate client data and unlock client choice.

Reflection: What can be salvaged from CPA Advice wreck?

A preliminary report has found that CPA Australia's financial planning venture was a disaster with considerable fallout. But that doesn't mean it shouldn't have another go.

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