Professional Planner

The majority of advisers personally advise on less than $50 million in client investments.

Trading activity in real estate investment trusts has spiked in recent months.

Pound for pound, Netwealth is still the cheapest basic platform in the market, a Bell Potter analysis has found.

2018 was a tumultuous year for the financial advice industry, and Professional Planner published a wide spectrum of stories covering everything from FASEA and the Hayne Royal Commission, to a rapidly changing technological landscape and the evolving role of licensees.