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2017 FPA Professionals Congress

Professional Planner

22 November 2017 22:00

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Licensees barred from new class of adviser under revived DBFO reforms

Licensees barred from new class of adviser under revived DBFO reforms

Gap between retirement leaders and laggards has grown: ASIC

Gap between retirement leaders and laggards has grown: ASIC

Anti-hawking adviser exemptions on chopping block 

Anti-hawking adviser exemptions on chopping block 

The retirement challenge – solving for the present, pitching for the future

The retirement challenge – solving for the present, pitching for the future

Licensees barred from new class of adviser under revived DBFO reforms

Licensees barred from new class of adviser under revived DBFO reforms

Only APRA-regulated super funds and insurers will be allowed to employ the new class of adviser in a policy backflip by the government. But other reforms announced by Minister for Financial Services Daniel Mulino on Wednesday will revamp the Compensation Scheme of Last Resort, crack down on lead generation services and improve access to safe and reliable financial advice.

Simon Hoyle

August 19, 2026

Gap between retirement leaders and laggards has grown: ASIC

Gap between retirement leaders and laggards has grown: ASIC

Simon Hoyle

August 19, 2026

Anti-hawking adviser exemptions on chopping block 

Aleks Vickovich

August 19, 2026

The retirement challenge – solving for the present, pitching for the future

David Bell and Geoff Warren

August 18, 2026

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Breaking down the walls to self-regulation

Breaking down the walls to self-regulation

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Death and data open doors to a new generation of clients

Death and data open doors to a new generation of clients

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Advocacy or accountability? FAAA to assess its core purpose

Advocacy or accountability? FAAA to assess its core purpose

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UniSuper ‘ready to roll’ with expanded financial advice model

UniSuper ‘ready to roll’ with expanded financial advice model

Glenda Korporaal

January 10, 2024

Koda’s ‘Pathway to Partnership’ built to retain talent

Koda’s ‘Pathway to Partnership’ built to retain talent

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Vanguard Super anticipates 2024 adviser push as it nears $1b

Vanguard Super anticipates 2024 adviser push as it nears $1b

Darcy Song

January 09, 2024

QAR, self-licensing and tech lead industry priorities for new year

QAR, self-licensing and tech lead industry priorities for new year

Zilla Efrat

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Sequoia picks up most advisers in CY23

Sequoia picks up most advisers in CY23

Chris Dastoor

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Professionalism takes blows in transitional year for advice

Professionalism takes blows in transitional year for advice

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QAR, troubled licensees and super: The most-read stories of the year

QAR, troubled licensees and super: The most-read stories of the year

Chris Dastoor

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New kid on the block: AI steps in to close the advice gap

New kid on the block: AI steps in to close the advice gap

Nina Hendy

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Overcoming the ‘what’s next?’ hurdle of practice benchmarking

Overcoming the ‘what’s next?’ hurdle of practice benchmarking

Simon Hoyle

December 20, 2023

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Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.

We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

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