Professional Planner, Author at Professional Planner

Advice

Report seeks clarity on adviser pricing

Pricing has never been a more complex, or important area of business management says Sue Viskovic, CEO of Elixir Consulting, upon the release of a new report aiming to demystify the pricing process for advisers.

Professional PlannerSeptember 9, 2020

Video

Ray Dalio ‘The future of capitalism’. Sustainability Digital 2020: A planet in trouble

Professional PlannerSeptember 8, 2020

Video

Investment Insights, Episode 1

Resilience in uncertain times: Private equity as a diversifier

Professional PlannerAugust 30, 2020

Profiles

Ground yourself in a purpose: Damien Mu

The CEO of AIA in Australia and New Zealand breaks down his path to the "privilege and responsibility" of leadership in the inaugural Defining Leadership session with Conexus Financial CEO Colin Tate.

Professional PlannerJuly 29, 2020

Licensee Owners List 2020

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.

Professional PlannerMay 29, 2020