Industry
Time to move on: Advisers taking the next step
Those deep in conversations with advisers regarding their next step paint a picture for what an adviser’s world might look like after advice.
Professional PlannerAugust 5, 2019
Professional Planner
Professional Planner is the leading source of news, information and analysis for Australia's professional financial planning community.
Industry
Advisers consider the next chapter
Most advisers will have already made up their minds where their futures reside, and for many this will be outside the industry – experts share their views.
Professional PlannerAugust 2, 2019
Best Practice Forum
Photo Gallery: Best Practice Forum Sydney
Check out some of the best pics from the 2019 Professional Planner Best Practice Forum in Sydney.
Professional PlannerJuly 31, 2019
In Brief
In Brief – July
The majority of advisers personally advise on less than $50 million in client investments.
Professional PlannerJuly 1, 2019
Licensees
Licensee owners’ list 2019
From big banks on a steep decline to surging converged models and a slew of burgeoning dealer groups, this year’s full licensee owners’ list is a movable feast of advice groups influx.
Professional PlannerMay 31, 2019
In Brief
In Brief – June
The majority of advisers personally advise on less than $50 million in client investments.
Professional PlannerMay 27, 2019
Industry
The future of advice – part two
In this, the second of our two-part series on the future of advice, we look at perspectives on licensing and business structures, as well as investment implementation & research.
Professional PlannerApril 29, 2019
Industry
The future of advice
The financial advice and wealth management industry's best known thought leaders pull out their crystal balls and give their views on where the future of advice in Australia is heading.
Professional PlannerApril 18, 2019