Industry
MLC reveals licensee review in new wealth structure
Geoff Lloyd emphasised MLC’s plan to invest in and grow advice – but also noted the way advice has been delivered in the past needed to change – as the group’s new structure was revealed.
Matthew SmithApril 3, 2019
Superannuation
Changes to Super: Budget brings stability
The Federal Budget has brought stability to superannuation and enhanced confidence in the nation’s retirement funding system, according to ASFA's Martin Fahy.
Elizabeth FryApril 3, 2019
Retirement
Sole purpose test needs broader thinking: Mercer
Questions around whether the superannuation industry is broadly “fit for purpose” given the country’s changing demographics should be considered along-side APRA's review of the sole purpose test, according to one expert.
Matthew SmithApril 2, 2019
Industry
Viridian takes deal to Securitor and Magnitude advisers
Self-licensing appears to be the option du jour among Westpac aligned dealer authorised reps who will listen to the pitch from Viridian advice executives this week and next.
Matthew SmithApril 1, 2019
Industry
Advisers using managed accounts to squeeze managers
As the flow of funds into managed accounts continues, competition has forced many product providers to rationalise their pricing, which is shaping an entirely new dynamic in the advice landscape.
Tahn SharpeMarch 29, 2019
Industry
Private capital stepping in to fund advice acquisitions
At a time when banks are cutting thousands of authorised representatives loose, private equity, venture capital and family offices are stepping in.
Matthew SmithMarch 27, 2019
Industry
The cost of being an authorised rep: have your say
Advisers will need to pay more for unsubsidised services as the industry professionalises. Professional Planner is working with CoreData to gain new insights into this area.
Matthew SmithMarch 26, 2019
Investment
NZ insto investors act on terror attack, sell down tech
New Zealand’s largest investors are urging Facebook, Google and Twitter to take more responsibility for what is published on their platforms, following the live-streaming and sharing on social media of last week’s Christchurch terror attacks. They are calling on other global investors to act with them.
Sarah RundallMarch 27, 2019
Investment
Be prepared for tech’s global reckoning
As the tide of sentiment towards big tech shifts internationally, investors in Australia’s emerging tech names should be cautious, Roger Montgomery writes.
Roger MontgomeryMarch 11, 2019
Investment
Investment firms in CFA gender diversity experiment
The CFA Institute will work with 30 asset owners and managers as “experimental partners”, implementing diversity and inclusion action plans in their businesses.
Amanda White and Tahn SharpeMarch 11, 2019
Education
Time to stop the financial literacy lip-service
Financial literacy has in many cases become a hollow promise which has been perpetuated by marketing departments of institutions and it’s time for education providers to lift their game.
Robert MC BrownMarch 25, 2019
Education
HNW clients think just like us: UK academic
Herman Brodie is conducting a study on whether the big five personality traits are as common in wealthy people as they are to the rest of us. He hopes – and suspects – the answer is yes.
Tahn SharpeFebruary 11, 2019
Education
CFP review delayed, not immediate focus
The FPA is weighing up how it can reshape the CFP designation after being blindsided by FASEA, but the review the association announced in December is on hold, for now.
Tahn SharpeJanuary 31, 2019
June 3, 2019 - June 4, 2019
Licensee Summit
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
July 30, 2019
Best Practice Forum
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning.
August 1, 2019
Best Practice Forum
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning.
{{#each (limit playlist 3)}}
{{/each}}