Professional Planner

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Professional Planner is the leading source of news, information and analysis for Australia's professional financial planning community.

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Advice

Self-managed super fund White Paper: Part 6 – What does it all mean?

Professional PlannerAugust 3, 2015

Audience Polls

Poll: Is your current technology adequate to service the full range of your clients’ advice needs?

Professional PlannerJuly 30, 2015

Advice

2015 SMSF Association state technical conference

Professional PlannerJuly 28, 2015

Advice

New White Paper assesses the five key mega-trends affecting SMSFs and their advisers

Professional PlannerJuly 26, 2015

Featured Homepage Posts

Results of the Professional Planner reader survey are in, and we have a winner

Professional PlannerJuly 26, 2015

Audience Polls

Poll: Are opportunities to advise SMSF trustees increasing, decreasing or unchanged?

Professional PlannerJuly 23, 2015

Audience Polls

Poll: Do you believe research firms should all use the same fund ratings terminology?

Professional PlannerJuly 20, 2015

Audience Polls

Poll: Do you have a formal strategy for communicating with clients via mobile devices ?

Professional PlannerJuly 14, 2015

On Practice

Surveys prove that monitoring client feedback is a highly profitable exercise

Professional PlannerJuly 11, 2015

Industry

AMP announces Steve Helmich to leave the company in September

Professional PlannerJune 18, 2015

Audience Polls

Poll: What has prevented your clients from investing in emerging markets in the past 12 months?

Professional PlannerJune 15, 2015

Audience Polls

Poll: Are better tools to help you engage with clients a valuable part of a licensee’s or a software provider’s support?

Professional PlannerJune 4, 2015

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