2017: The year talk became action

Tuesday, 19 December 2017

From the launch of a new standards body to the intrigue of a royal commission, the pace of professionalism quickened this year – and Professional Planner is evolving to keep up.

Give yourself a plan for taking on elder abuse

Wednesday, 29 November 2017
Dealing with a suspected case of financial abuse against one of your clients is a tricky proposition with no easy answers. Some basic principles and planning ahead can help.

Many Australian portfolios stay a little too close to home

Wednesday, 22 November 2017
Australian investors are well overweight in local assets, creating outsized risk. To combat this problem, financial planners must be mindful of their own biases.

Most clients say retirement advice suits their needs

Wednesday, 15 November 2017
Data shows most consumers seeking help with retirement ask about superannuation, relatively few want help with aged care, and nearly all feel they receive personalised advice.

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