It was a year like no other, and the team at Professional Planner did our level best to keep advisers abreast of the industry, regulatory and investment news that defined the period.

There were some surprises in our most read list this year, and some stories that panned out exactly as we though they would. As always, most of the stories that mattered for our audience were the ones that affected the way advisers go about their business.

No surprise, then, that two of our top five stories centred on a landmark suite of regulatory advice reforms.

So here we are, the most widely read – and shared – stories published by Professional Planner in 2020.


1. FASEA axed, FDS and OSA docs to merge in landmark day for advice

FASEA will have its functions spread across Treasury and a single disciplinary body sitting within ASIC, while – in a much-needed compliance win for advisers – annual fee renewals will be combined with financial disclosure statements.


2. The pandemic’s silver lining for retirees

No one’s doing it tougher than aged care clients in this crisis, but there is a chance some of the events that are transpiring could be of considerable benefit in the future.



3. Financial Adviser Licensee Owners List 2020

The great wealth exit by the banks has played out in the last 12 months and is now reflected in shape of the industry as many advisers have chosen to go down the self-licensed route and many more have left the industry entirely.


4. ‘Watershed moment’: Annual opt-in, independence disclosure bills released

Advisers have a scant five months to overhaul their operations after the government made good on its promise to roll out some of Hayne’s most impactful royal commission recommendations.