Best Practice

Reflection: Individual licensing starting to resonate

Friday, 21 July 2017

Professional Planner’s suggestion that financial planning would be better served if planners were accredited as individuals is starting to catch on.

Reflection: A debate that shouldn’t be necessary

Friday, 7 July 2017
ASIC’s ruling about conditions for advisers calling themselves independent should be uncontroversial, but it’s not surprising that many in the industry are railing against it.

How do robots calculate best interests?

Thursday, 29 June 2017
Digital advice is here to stay. But as the industry grapples with the best-interests duty, efforts to make digital platforms and AI compliant raise some special concerns.

Facilitate more services for life after commissions

Tuesday, 27 June 2017
Financial planners must redefine how they sell themselves if they want to survive. That means becoming the means through which clients access myriad professional services.

    Have your say

    Can financial planners attain the same professional status as doctors?