In Brief
In Brief – January
All the stats, quotes and charts that matter for wealth management professionals from the month of January.
Professional PlannerJanuary 24, 2020
Professional Planner
Professional Planner is the leading source of news, information and analysis for Australia's professional financial planning community.
Industry
Best of the year: Top 10 stories for 2019
It's been a tumultuous year in wealth management, with FASEA, ASIC, and the banking sector giving advisers plenty to absorb. Here are the topics that resonated with our readers in the year behind us.
Professional PlannerDecember 17, 2019
Opinion
[Part 2] Voices of experience: Advice legends tell their stories
In the second part of our series on the voices of experience in wealth management, we continue the conversation with industry stalwarts about how we got here and what the path to professionalism looks like.
Professional PlannerDecember 2, 2019
Opinion
[Part 1] Voices of experience: Advice legends tell their stories
As the advice industry moves quickly to define its future, there's never been a more important time to listen to those who have been instrumental in defining the past.
Professional PlannerNovember 29, 2019
In Brief
In Brief – December/January
The news in brief from across the financial planning industry in the month of November.
Professional PlannerNovember 26, 2019
In Brief
In Brief – November
The news in brief from across the financial planning industry in the month of October.
Professional PlannerOctober 29, 2019
Risk Advice Summit
Inside the Risk Advice Summit movement
There's never been a more important time for industry to articulate its value and open conversations with stakeholders including policy makers and regulators, AIA Australia CEO Damien Mu says on the sidelines of the Risk Advice Summit.
Professional PlannerOctober 3, 2019
Risk Advice Summit
Associations weigh in on risk advice review
The importance of documenting advice and explaining what risk advisers do has never been as important, according to Financial Planning Association CEO Dante De Gori and Association of Financial Advisers CEO, Phil Kewin.
Professional PlannerOctober 2, 2019