Professional Planner is the leading source of news, information and analysis for Australia's professional financial planning community.
Industry
FASEA faces heat at Sydney consultations
The authority’s CEO and board members have had a challenging week debating conflicts, referrals and remuneration with a slew of fired-up industry representatives.
Tahn SharpeNovember 14, 2019
Industry
NewCo headed for abandonment
CBA's wealth management spin-off is on life support after it was announced the man charged with leading the new venture, Jason Yetton, would leave the business in January without a replacement.
Matthew SmithNovember 13, 2019
Industry
Self-built CRMs put providers on notice
API technology is giving advice firms the ability to build and scale their own client management tools and hold other providers accountable, according to Lifewealth CEO Jason Harwood.
Tahn SharpeNovember 13, 2019