Professional Planner’s Best Practice Forum brings together financial planning practice principles who are motivated to adapt and disrupt themselves in order to navigate the strong forces of commercial and regulatory winds.

The forum focused on issues related to the generation and delivery of research and research-related materials to clients. It was conducted under the Chatham House Rules to enable robust and open conversations among all participants.

The investment insights series analyses the impact on capital markets from all these forces and the produces the salient information for advisors to offer their clients in navigating the volatility and uncertainty.

The great transformation of Australia's financial advice industry from predominantly bank-owned to a more fragmented mix of independently licensed and like-minded collective tie-ups has occurred swiftly during the past year and a half, with the impact of these changes on business partnerships continuing to play out. This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies. You can access Shape of Advice podcasts by clicking the below episodes or wherever you like to listen to podcasts, including on Apple Podcasts, Transistor or searching your own personal Spotify and Google Play accounts.

The Professional Planner | Financial Planning Association Best Practice Forum Digital is an interactive event broadcast across the country that taps into the experience and insights of practice owners, principals, consultants and other industry participants on surviving and thriving in this year of change and challenge.

Professional Planner’s annual Licensee Summit is recognised as the key event on the calendar for the leaders of financial planning and super fund licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.

In this time of dislocation and disruption within financial markets and employment past notions of superannuation and retirement will need to be revisited. This conference offers an opportunity to hear from leaders in the superannuation industry on the pertinent issues of policy, portfolio construction and advice and how they impact institutional and retail fiduciaries. For questions please contact [email protected]

Ethics experts spend time talking with practicing financial advisers about real life scenarios they encounter in their everyday professional lives.