Best Practice Forum 2019
Photo Gallery: Best Practice Forum Melbourne
The Best Practice Forum took place on August 1, 2019 at the Park Hyatt, Melbourne.
Claudia GuestAugust 1, 2019
Best Practice Forum 2019
A full-day event that taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
Best Practice Forum 2019
Leigh Sales addresses adviser hardship
The respected journalist and author took themes from her study of people facing great adversity and applied them to the struggles of advisers caught in a maelstrom of disruption.
Tahn SharpeAugust 1, 2019
Best Practice Forum 2019
Self-licensing process has shortened
The regulator is approving licensing applications quicker than in recent months but is throwing some curly questions at aspiring licensees, particularly relating to their PI cover, experts have revealed.
Matthew SmithAugust 1, 2019
Best Practice Forum 2019
Photo Gallery: Best Practice Forum Sydney
Check out some of the best pics from the 2019 Professional Planner Best Practice Forum in Sydney.
Professional PlannerJuly 31, 2019
Best Practice Forum 2019
Complexity and ongoing fees pushing consumers away: Sunsuper
The industry super fund’s head of advice challenged a room full of advisers about the way they charge their clients, fully aware that she might make a few squirm.
Tahn SharpeJuly 31, 2019
Best Practice Forum 2019
Ethicist highlights where FASEA falls short
The education authority got most of the ethics-based mandates right, according to Peter Singer, but should have been more consistent on conflicted remuneration.
Tahn SharpeJuly 30, 2019
Best Practice Forum 2019
PI cover: ‘We’re in a supply squeeze’
Amidst a trend towards self-licensing, PI policies are as expensive as they’ve ever been and insurance syndicates are limiting their coverage, an expert has said.
Matthew SmithJuly 30, 2019
Best Practice Forum 2019
Advice bosses should take the lead on mental health: AIA
AIA’s Justine Marquet reminds managers and principals that as business leaders they take responsibility for the mental health and well being of their staff.
Tahn SharpeJuly 9, 2019